Member Search tab
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1.
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In the Directory Title field, enter a name for the directory. |
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2.
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In the Search Form frame, in the Split search fields into field, select the number of 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 page, 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.
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3.
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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.
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In the Results frame, set up how to display search results on your Directory page. |
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a.
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In the Show navigation controls field, select where the navigation buttons will appear. When the Directory search returns results, the navigation buttons appear “Above the results,” “Below the results,” or “Both above and below the results.” |
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b.
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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. |
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c.
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In the No records found message field, enter the message to appear if no records meet the search criteria that the user enters to search the Directory on your website. By default, the message “No directory entries match your criteria” appears. |
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d.
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To allow website users to send instant messages to constituents in the results, in the Include a send message link for field, select the User Networking Manager part to link directory results to. |
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e.
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To allow website users to send personal messages through the selected User Networking Manager part to individual constituents who appear in the results but are not registered users on your website, select Allow messages to non-users. |
Note: When you mark Allow messages to non-users, website users cannot send personal messages to a constituent when the constituent opts out of email in Constituents.
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5.
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Right-click and drag fields from the Available Fields box on the left and drop them in the Search Form Fields box on the right. You can also select the field and click the right arrow to move it. Select fields the user can search by, such as First Name or Last name. |
The attributes available in the Constituent Attributes tree view are selected on the Settings tab in Sites & settings. On the website, multiple-value attribute fields, such as Organization type, become drop-down boxes with the various attributes available as selections.
To arrange the order of fields in the list, click Up and Down.
Note: The fields in the Search Form Fields box and the Listing Fields box do not have to match.
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6.
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To select the fields that appear when the search finds a match, right-click and drag fields from Available Fields to Listing Fields. |
For example, you select to list the member’s last name, first name, birth date, address, and whether or not they want to receive email. In this case, the last name is the link. When results appear, the last name has a line underneath it and changes color when you move your mouse over it, indicating it is a link. When a website user clicks the last name link, the published profile information for that directory member appears.