Accessing the Directory

To access the Online Directory, Users must:

• Be logged in.
• Have a Participant Type with Can Access Directory set to Yes.
• Have a Member Status with Can Access Directory set to Yes.

If one or all of these things are not true, the user will see a message that they are not currently authorized to view the directory.

Displaying in the Directory

Contacts returned in the search results are sorted by Display Name, Date of Birth, City, and then State. They are sorted by family first and then by date of birth, with the oldest listed first.

To appear in the Online Directory, the Contact must:

• Have a Contact Status of Active.
• Remove From Directory must be set to No.
• Have a Participant Type where Show in Directory is set to Yes.
• Have a Member Status where Show in Directory is set to Yes.
• Belong to a Congregation where Available Online is set to Yes.

Directory Cards

Each Contact in the directory displays on a Directory Card that shows their basic Contact information. This is a good time to ask Contacts to update their Household information and select which information they'd want to included in an Online Directory.

• Image: The default image attached to the Contact record. If there is no attached image, a placeholder image will be displayed.
• Name: The Contact's Nickname and Last Name. If the Contact doesn't have a Nickname, the First Name will be displayed.
• Household Position: The Contact's Household Position.
• Mobile Phone: The Contact's mobile phone number.
  Note: The mobile phone number will not be shown if Mobile Phone Unlisted is set to True on the Contact record.
• Home Phone: The Household's home phone number.
  Note: The home phone number will not be shown if Mobile Phone Unlisted is set to True on the Household record.
• Birthday Icon: The month and day of the Contact's Birthday. Tapping downloads an iCal/iCS file.
• Email Icon: Tapping the email icon opens a simple email modal, allowing the authenticated user to send a message to the Contact's email address.
  Note: Emails sent through the Online Directory Widget are logged in the Platform.
• Map Icon: Tapping the map icon will open Google Maps and display the Household's address on the map.
• Family Icon: Tapping the family icon will show the directory cards for other Household members, if they meet the criteria for appearing in the directory.