Membership Directory Overview

Membership directories allow you to create a directory of members that can be searched in the portal. Rhythm supports the creation of multiple membership directories.

Membership Directory Portal Feature Installation

This will create the necessary page for the Membership Directory to be used in the portal

• Navigate to the Portals and Microsites app
• Select Features in the left navigation
• Make sure the portal on the top right is set to your primary portal. If it is not, click Change and select your primary portal
• Click the Install a Portal Features button
• Select a portal template and target menu associated with the feature. The template should be the one designed for the primary portal
• Select Membership Directory under the Membership  section
• Click the Next button, then Install Features to complete

Membership Directory Configuration

The Membership Directory is configured in the Membership Application.

• Navigate to the Membership Application
• Click Setup in the left menu navigation
• Expand Membership in the left navigation and click Directories
• Click Create Membership Directory button
• You can make your selections and click Save Changes

Basic Information

• Enter in a Name (required). The ID will populate automatically, but you have the option to modify it upon creation. Once an ID is saved, it cannot be modified when editing a directory.

Directory Population

Define the membership records that should be part of the membership directory

• Principal - only memberships that are directly owned by a contact/organization; memberships inherited from a parent organization are excluded
• Downstream - only memberships that are inherited from a parent organization
• All Memberships - both principal and inherited memberships are included

Include Downstream Memberships

When viewing a member organization, allow the display of downstream contacts

You have the option to:

• Show all downstream members
• Use a ruleset to restrict which downstream members are shown
• Use an expression to restrict which downstream members are shown

Directory Options

To improve performance, we keep a copy of your directory stored in memory. The longer the refresh period, the better the directory will perform in your portal; the shorter the period, the more up to date. You can always force a refresh by re-saving this directory.

You can set:

• How often the directory should be rebuilt (Minimum of 5 minutes)
• The number of results per page
• Whether the directory should be public

Searchable Fields

These fields are presented to users who are searching the directory. In addition to specifying the fields that users use to search the directory, you can also use the arrows to reorder them. The "group name" field is optional; if you provide a group name, the searchable field and all subsequent searchable fields will be grouped together visually. You can also override the label associated with any field.

Click Add Searchable field to add to the default directory fields

You can set:

• How often the directory should be rebuilt (Minimum of 5 minutes)
• The number of results per page
• Whether the directory should be public

Additional Fields

When we rebuild this directory, we automatically add all searchable fields in the query. If there are additional fields you want to be available for display in the search results, enter them here. Both the searchable fields and the additional fields listed will be available for inclusion in your custom search results template.

Directory Messaging

Allow contacts viewing this directory to send messages to contacts while viewing their directory entry.

Radius/Distance Search

Allow contacts to search for records within a particular distance.

You can set which postal code field the system should use and enter in the radius options in miles.

Rule-Based Directory Constraints

You can apply additional filters to determine who should appear in this directory. You can set filters based on attributes associated with:

• Contact
• Organization
• Parent Organization
• Membership
• Order
• Primary Chapter

Expression-Based Directory Constraints

This is advanced functionality that allows you to use powerful expressions to define what should appear in the directory. 

Note: Members who have opted out of the directory will automatically be excluded, regardless of the filtering expression you specify in this section.

Custom Sorting

You can override the way results in the directory are sorted

Custom Search Results Template

You can override the default search results design and customize how results are shown. This is advanced functionality that requires knowledge of HTML.

Rhythm has directory templates that can be used as a starting point for the directory search results design. For more information, click here.

Directory Entry

You can set whether entry screens are disabled, show default information or use a custom template.

Use Custom Template - You can override the default directory entry screen design and customize what information is shown. This is advanced functionality that requires knowledge of HTML.

Rhythm has directory templates that can be used as a starting point for directory entry design. For more information, click here.