The Online Directory Widget allows eligible authenticated Users to search for fellow congregants or parishioners and view their basic contact information.

• Accessing the Online Directory:
  • Requires authentication.
  • The authenticated user has a Participant Type that is allowed to access the directory.
  • The authenticated user has a Member Type that is allowed to access the directory.
• Users can narrow their search using a Campus drop-down menu.
• Keyword search with predictive text makes searching intuitive and easy.
  Note: Users must type at least three characters in the search bar to see results.
• If configured, an optional attribute can limit directory availability by Member status.
• Contacts display in the Online Directory if they have:
  • A Contact Status of anything other than Deceased.
  • A Participant Type where Show in Directory is set to Yes.
  • A Congregation where Available Online is set to Yes.
  • A Member Status with Show in Directory set to Yes.
• We love personalization and we understand that not everyone wants their information included in an online directory, so every Contact can choose to:
  • Not display in the directory at all.
  • Display in the directory but not include their email address.
  • Display in the directory but not display their mobile phone number.
• In addition, each Household can choose to:
  • Display in the directory but not display their home phone number.
  • Display in the directory but not display their physical address.

Sections

• Campus: Drop-down menu showing all Campuses that are available online. Available campuses can also be narrowed through Attribute or URL filtering.
• Keyword: User-friendly keyword search helps Users find exactly who they're looking for.
  • Predictive text helps complete the search after the User types three characters. The search evaluates first name, nickname, last name, mobile phone, home phone, and email.
  • Searching by name has never been easier! Search by:
    • "Nickname Lastname"
    • "Firstname Lastname"
    • "Lastname, Nickname"
    • "Lastname, Firstname"
    • "Display Name" & "First/Nickname + Last Name"
  • Any and all matches are returned, no matter where they display. So you don't have to know the exact spelling of the last name to find your friend!

• Directory Cards: Each Contact in the directory displays on a Directory Card that shows their name, mobile phone, and home phone, if available. The Directory Card also includes actionable icons:
  • Birthday Icon: Day and month display, and tapping the icon downloads an ICS/iCal file.
  • Email Icon: Tapping the icon opens an email dialog box so the authenticated user can send a message.
  • Address Icon: Tapping the icon opens Google Maps and displays the Household address.
  • Family Icon: Tapping the icon displays Directory Cards for other Household members.

Actions

• Search: Find basic contact information for fellow congregants or parishioners.
• Send an Email: Tap the email icon to open an email dialog box and send a message.
  Note: Emails sent via the Online Directory Widget are sent from the authenticated user and are logged in the Platform.
• Find an Address: Tap the map icon to open Google Maps and see the Household address on a map.
• View a Household: Tap the family icon to see Directory Cards for Household members.

Setup

Ready to level up from your printed directory? Get started with Configuring Online Directory and Filtering Online Directory.