Contact Directory Overview

Contact directories allow you to enable portal users to search for other contacts. Rhythm supports the creation of multiple contact directories.

Contact Directory Portal Feature Installation:

This will create the necessary page for the Contact 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 Contact Directory under the Contacts & Organization section
Click the Next button, then Install Features to complete

Contact Directory Configuration:

Contact Directory is configured in the Contact Application

Navigate to the CRM Application
Click Setup in the left menu navigation
Expand Contacts in the left navigation and click Directories
Click Create Contact 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 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 users viewing this directory to send messages to contacts while viewing their directory entry

Radius/Distance Search

Allow users 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

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.