Directories are section specific. Therefore multiple directories can be created if required.

This screen has two input areas.

• The left is for locating the user profile/profiles in the client management database, to add to the directory.
• The right hand side is for selecting and formatting the directory information to display.

• Add or edit an existing directory
• Creating a new directory
• Comments

Add or edit an existing directory

• Select required directory section
• Search for a client/clients (see Client Management / Client Details for more information on searching)
• Select required database fields from the drop down box
• Format if required from the icons at the top of editor box
• Select number of items (people) to display per directory results page
• Select apply to set details/changes

Creating a new directory

1. Select and format the directory fields from the right hand side

• Either create a new section, or select a section that does not have a directory in use
• Highlight this section on the left of the administration screen
• Select Accessories>Client Management>Directories
• Select required database fields from the drop down box
• If the field you require is not visible, it may need to be created or turned on from Accessories>Client management>Edit forms>Directory fields
• Format if required from the icons at the top of editor box
• Select number of items (people) to display per directory results page
• Click apply

2. Locate profiles to add to the directory

Perform a search and select apply (for testing purposes you may just want to add a few).

3. Create a link to the directory

Select Accessories > Client Management > Edit Pages > Directories Page

Add a heading and some user instructions

you can then create a link in the editor as you would any other link, the page will be visible under the accessories heading in the link drop down.

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