Membee Makes Directory Updates Simple
Creating a new member directory or updating one of your current directories is simple using the Directory Populate Report. Recent enhancements to this report now mean that you can make wholesale changes to directory listing settings, easily create new directories, or update by adding listings to current directories. Create a New Directory If you need …
Creating a new member directory or updating one of your current directories is simple using the Directory Populate Report. Recent enhancements to this report now mean that you can make wholesale changes to directory listing settings, easily create new directories, or update by adding listings to current directories.
Create a New Directory
If you need to create a new directory in Membee, it is as simple as running the Directory Populate Report. When you run the report it creates directory listings based the information in the member’s Profile Tab and your filter criteria. Select the “Create a New Directory” action and use the report to create a directory with listings for organizations, people, or both.
Update – Change Settings in Existing Listings
You may have an existing directory where settings for the listings are out of date because you have decided to change what displays in a member’s directory listing. For example, the directory listings may all be set so that additional listing contacts are not displayed. Perhaps you want to change that so that more than one contact record is displayed on an organization’s listing. Run the Directory Populate Report to reset that field. Just choose the Update Directory – Update Listings job action in the report, then use the filters to define which records you want to reset. In the settings area define the listing settings. When you run the report those changes will be applied to the existing listings.
Update – Adding New Listings
You can also run this report to make sure that your directory is maintained. Perhaps your membership drive was very successful and you want to make sure that all eligible new members have a directory listing. Run the report choosing the Update Directory – Create Listings job action. This action will create listings within the selected directory for members who meet your criteria. No more creating new member listings one at a time! You may want to create a favourite version of this report so that the listing settings are consistently applied each time you run the report.
Run the directory populate to disable listings on a wholesale basis if you wish. Perhaps you have decided that you no longer wish to display listings for employees in your directory. Simply run the report to deactivate them on a wholesale basis rather than going into each individual listing.
Click here for instructions on how to create or update a directory. Remember to have your username and password handy.