For information about page element parts, see Page Element Types.
| 1. | From the Design tab, in the Directory title field, enter a name for the directory, such as “Class of 2000 Directory.” |
| 2. | Under Records to Include, specify the records to include in the directory search results. |
| a. | The Limit to query field displays the selected query of records included in the directory. By default, “All Constituents” appears. |
Tip: For a query to appear as a selection, you must first create it in Blackbaud CRM. When you create a query, you may need to refresh the website for it to appear as a selection. To refresh, select View, Refresh from the menu bar.
To include information from all constituents in your database, leave the default “All Constituents.” To select another existing constituent query to use as the directory, click Change. The Query Search screen appears.
For information about how to use the Search screen, see Search Screen.
| b. | In the Include field, select the type of constituent records to include in the directory search results. You can select “Both Organizations & Individuals,” “Individuals Only,” or “Organizations Only.” |
| c. | To include deceased constituents in the directory search results, select Include Deceased. |
| 3. | When you use the Academic Catalog in Blackbaud CRM, an Education Fields section appears. In the Include field, select whether to include academic information from affiliated educational institutions only or both affiliated and unaffiliated institutions for the search and results filters. |
Tip: To improve search performance, narrow the volume of institutions to search by selecting "Affiliated educational institutions" in the Include field. After you save the part, you cannot change your selection in this field.
In addition to this section, more educational fields are available to integrate Academic Catalog data with this part on your website. Under Available Fields, in the Additional Information nodes for Primary Alumni and Education History, the College/School, Division, Department, Sub Department, and Degree type fields appear to support the integration. When you use these fields, website users can search and view the information in the directory display window for affiliated and unaffiliated institutions, depending on the selection you make in this section. For example if you select "Affiliated educational institutions" and include the Department field, users can narrow their search by selecting a department and then view the information in the search results for affiliated institutions only. Also, you can use the Program and Degree fields under the Primary Alumni and Education History nodes to search and display this data for affiliated and unaffiliated institutions.
Note: When you enable or disable the Academic Catalog in Blackbaud CRM and then add or remove Academic Catalog fields on the part for your web page, the changes do not reflect on your website for approximately 20 minutes.
| 4. | Under Search Form, in the Split search fields into field, select how many columns of search fields to appear in the criteria table. You can display up to five columns. |
To process a search while the user browses your Directory part, select Load unfiltered results when this part is loaded. When you select this checkbox, the directory search processes before the user enters criteria and clicks Search on your website.
| 5. | Under Results, set up how search results appear on your Directory part. |
| a. | In the Show navigation controls field, select whether the navigation buttons should appear above the results, below the results, or both above and below the results. |
| b. | The directory search can return up to 500 results that match the criteria entered by a site user. In the Results per page field, select the maximum number of results to appear on a page when a site user searches the directory. You can display up to 50 results per page. |
| c. | You can include in the search results the total number of records that met the user’s search criteria. In the Show number of results field, select whether to display the total number of results above the results, below the results, or both above and below the results. |
| d. | In the No records found message field, enter the message to appear if no records meet the search criteria the user enters to search the Directory on your website. By default, the message “No directory entries match your criteria” appears. |
| e. | Directory results can link to a page containing a Profile Display part. In the Linked profile page field, select the page to link to. The field you list first in the Listing Fields box becomes the link to the page you select in Linked profile page field. |
| f. | To allow website users to send personal messages to constituents in the results, in the Include a send message link for field, select the User Networking Manager part to link to the directory results. |
Note: If constituents opt out of email in Blackbaud CRM, website users can send them personal messages through the user networking site, but they cannot send them email messages.
| g. | To allow website users to send personal messages through the User Networking Manager part to constituents who are not registered website users or who are registered but are not members of the user networking site, select Allow messages to non-users. |
Warning: Constituents who do not have user networking accounts receive personal messages through email. To allow users to send email messages to these constituents, you must enable a Directory Message Notification in Email and select the User Networking Manager part. Without this notification, your users will not be able to send email messages to constituents who are not registered website users or to constituents who do not have social networking accounts. For more information about notifications, see Notifications.
| 6. | Under Fields to Include, select the fields the user uses to search the directory, such as First Name or Last name. Right-click and drag the field from the Available Fields box to the Search Form Fields box, or select the field in the Available Fields box and click the right arrow to move it to the Search Form Fields box. |
When you integrate with Blackbaud CRM, do not include the Business.County or PreferredAddress.County field in the Search Form Fields box. Blackbaud CRM does not support these fields in a directory search.
Note: The system administrator selects the attributes available on the Settings tab in Sites & settings. For more information, see Attributes settings.
To arrange the placement of a field in the Search Form Fields box, select the field and click the Up or Down button.
Note: The fields in the Search Form Fields list and the Listing Fields list do not have to match.
| 7. | Select the fields to appear when the search finds a match. To select a field, right-click and drag it from the Available Fields box to the Listing Fields box. To move a field from the Available Fields box to the Listing Fields box, you can also select it and click the right arrow. |
To arrange the placement of a field in the Listing Fields box, select the field and click the Up or Down button.
Warning: The listing field you put first for results acts as a link to the constituent record. However, if, on the Profile Form, the field’s data is marked Privacy edit and the user selects to hide the data, no link exists. For example, if you select to list First name first, and the user selects to hide First name data, no link appears.
While you can link every field, the field you place first in the Listing Fields box automatically links to the page you select in the Linked Page field. For example, you select to display the alumni’s last name, first name, birth date, address, and whether the user wants to receive email. In this case, the last name is the link. When results appear, to indicate the last name is a link, it is underlined and changes color when you drag your mouse over it. When a website user clicks the alumnus’s last name, the published profile information for that constituent appears.
| 8. | Click Save. You return to Parts. |