Help center › For organizations › Directory › Directory settings

Directory settings

Reusable fields, the forms people fill in, your export, and the featured members switch.

Applies toDashboard

The settings icon next to Add Member holds four tabs that apply across your whole directory.

Steps

  1. Open Engagement → Directory.
  2. Choose the settings icon to the right of Add Member.
  3. Use the tabs, then choose Done.

Custom fields

Reusable directory fields. As Kannect puts it: add a field once here and you can include it on any Listing Form and when adding a listing manually. Deleting a field from the library leaves it on any listing already using it, so removing one does not wipe data you have already collected.

Choose Add Field to create one. Fields carry a type, for example Text.

A worked example: a chamber adding Store Hours once here can then collect it on every sponsor listing, whether the sponsor fills it in themselves or you type it.

Listing Forms

The forms people complete when you invite them to list themselves. Build the form here, including any custom fields from the library.

Export

Download your directory.

Settings

Holds Show featured members at top, which controls whether your starred listings are pinned to the top of the public directory. See featuring and hiding.