Directory Options
Directory Search Options - Custom Fields
If you would like to include your existing Custom Fields in your Online Directory, you can select which custom fields are included and if you want to include the fields as a search option.
Step 1 - Go to People / Configuration / Custom Fields and select the custom field you wish to "edit".
Step 2 - Go to the "Visibility" tab.
Available for Privacy - Should the field be included in the privacy options on the Publish Preferences form for the Directory?
If you select NO, users will not have the option to select whether they want the information in the directory.
If you select YES, users will be able to choose if this information appears in the online directory.
Present in Directory - Should this information be presented in your online directory?
Directory Search - Should this information be presented in the directory search options? If you select YES at the top of your online directory there will be a search field that allows users to quickly filter the directory by this custom field.
Directory Label - The label for the information in the directory.
Column Label - A short label for the field that is used in reports.
Other Visibility Settings are trumped by Permission Settings.
For example: If you have “present in directory” turned on, but set the permissions to “CANNOT see or change this field value”, the field won’t show up in the directory.
Directory Search by Street
In addition to searching the Online Directory by name, grade, or custom fields, you can also select to search by street. This is a great feature for HOAs!
To turn this feature on:
- Go to People / Configuration / Directory.
- Scroll down to the bottom and select "Yes" to present a special Street Search drop-down in the directory.
Street names need to be consistent for this feature to work properly.This feature is currently not available for the mobile app - but it will be soon!
Directory Sort Options
The Online Directory can be sorted by Parent or Student and A-Z or Z-A. You can also filter the list by student grade. In order to sort by Student, you must first choose to Present Students in the Directory Listing. This is found under People / Configuration / Directory.
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