Follow

Member and Office Directory on the Portal

Member Search on the Portal

Member_Directory.png

For a member to display in the member directory search, the following criteria must be met:

  • The contact record is Active
  • The field Profile Included in Member Directory  is toggled to Yes
 
Include_Profile_in_Membership_Directory.png
 
  • The contact has a pending or active membership for the Member Type selected in the search drop-down
  • The ability to be able to email a member will only be available if the Allow E-mail in Membership Directory
 
Allow_Email_in_Membership_Directory.png
 
 

The Association Record related to the Memberships in Question Must also have the Display Memberships on Portal Field set to "Yes":

For a Member Type to be displayed in the Member Directory Search, the following criteria must be met:

  • The Member Type record must have Display In Directory set to Yes.
  • The associated member directory type record is active (This will remove the member types from the drown down list, whereas setting the Display in Directory field to No simply makes them unsearchable).

Member_Type.png

 


 

 

Office Search on the Portal

 
Office_Search.png
 
 
 

For an office/account to display in the member directory search, the following criteria must be met:

 
  • The Account record must have the Relationship Type set to Office

 

Relationship_Type.png

 

As a note, currently, the system only displays 100 results in the search results.

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request

0 Comments

Article is closed for comments.