Create public contact directories for an unlimited number of categories such as Board of Directors, Members, Users, Experts, Media Contacts, Service Technicians, Sales Reps, etc.  Individual directory access may be constricted to visitors with specified security permissions and display only information specified in their administrative setup. Includes sophisticated directory record search interface.

 

Ideal for creating Yahoo like yellow pages and white pages.

 

Directories benefits include:

 

• Create an unlimited number of directories based on contact type, security group or special interest.

 

• Individual directories can be made public or secured by login and password.

 

• Visitors can search directories by contact name, city, state, organization name and special interests.

 

• Control which data is displayed in director search results list.

 

• Provide link from search results list to detailed profile.

 

• Customize each directory to display as limited or detailed individual contact profiles as desired.

 

• Profiles can be configured to contain links from individual contact profiles to other feature details and reports such as Biography, Event Registrations, Exchange Records, Press Releases, Payments, Product Orders, Responses to Legislative calls to action, surveys and signup data.

 

Some of the components, fields and settings of the Directories feature, discussed in detail in this chapter, are:

 

Directory Management Page

Directory Name Field

Fields to Display in Directory Checkboxes

Include Hyperlink to Profile Box

Edit Profile Page Link

Contact Selection Boxes

Active Selection Field

Private Selection Field

Edit Profile Page