Design Directory
For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.
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1.
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From the Design tab, in the Directory title field, enter a name for the directory, such as “Class of 2000 Directory.” |
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2.
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Under Records to Include, specify the records to include in the directory's search results. |
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a.
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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 The Raiser's Edge. 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.
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b.
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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.” |
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c.
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To include deceased constituents in the directory search results, select Include Deceased. |
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3.
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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.
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4.
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Under Results, set up how search results appear on your Directory part. |
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a.
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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. |
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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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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. |
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d.
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To display an alphabetical index so that website users can filter search results by the first letter of last names and organization names, select Enable alphabetical index for individual and organization name. Then in the Display text field, enter the field label to display beside the alphabetical index. |
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e.
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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. |
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f.
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Directory results can link to a page that contains 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. |
Note: When website users open profile pages from directory search results, a Back to search results link appears at the top of the page.
To display additional education profile information, link to a page that includes a User Education Profile Form part under a Profile Display part. A Profile Display part contains primary education information such as Campus, GPA, and Major. The User Education Profile Form part includes this information for all education records.
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g.
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To allow website users to view Team Fundraiser or Personal pages for individual constituents included in the results, in the Include a page link for field, select the Fundraiser or Personal Page Manager part to link to the directory results. |
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h.
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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 The Raiser's Edge, website users can send them personal messages through the user networking site, but they cannot send them email messages.
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i.
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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.
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5.
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Under Fields to Include, select the fields the user uses to search the directory, such as First Name or Last name. 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. |
Note: The system administrator selects the attributes available on the Settings tab in Sites & settings. For information, see Attributes settings.
Note: The Education History and Primary Alumni search fields appear only if you use Alumni Tracking in The Raiser’s Edge. To allow website users to search only primary alumni information, use the Primary Alumni search fields. To allow users to search primary alumni and education history at the same time, use the Education History search fields and include the Alumni Info field.
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.
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6.
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Next, under Fields to Include, select the fields to appear in the directory display window. Drag the field from the Available Fields box to the Listing Fields box, or select the field in the Available Fields box and click the right arrow to move it to the Listing Fields box. |
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.
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7.
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Click Save. You return to Parts. |