Adding Membership Directory Types for Directory Search Dropdown Menu

Note: Mike Cutlip did an excellent video on Member Directory that also deals with this. Video

Summary: To add Member Types to the Directory Search dropdown on the Portal you need to create Membership Directory Types and associate them with existing Member Types.

Where are the Member Types? We have to create Membership Directory Types and associate them with Member Types

1. Create a Member Directory Type for each of the Association’s Membership Types (see Active Member Types under Membership Setup > Member Types

 

1. Open CRM and open an Advanced Find. Set the Entity to “Member Directory Types”
   
2. Click on Results (you probably won’t see any).
3. In the ribbon bar, click on New Member Directory Type.
   1. Enter one of the Active Directory Types for the association (Affiliate, REALTOR®, MLS…)

 

1. Save the record, but do not close.
2. Click on Member Types in the left side menu.
3. Click on Add Existing Member Type from the ribbon bar and select the corresponding member type from the list. Click Add, and OK to close.
4. Click on General and Save & Close.
5. Repeat for all the member types you want to display in the directory.
6. To set the default type displayed go to Settings > Settings > Your Organization (example: PAARCRM)