You may choose to search and/or display Member Types in the Individual or Organization Directory and, when you do so, each of the individual’s memberships will be listed under the Member Type label as seen in the image below.
To display Member Types in the Individual Directory:
- Goto CRM > Individuals > Setup Directory
- To display Member Types in eWeb Search, select the Show in Find checkbox
- To display Member Types in eWeb Individual Directory (as shown in the image above), select the Show in Directory checkbox.
- Click Save.
Note: All Member Types are displayed using this method. To display Member Types in the Organization Directory follow the same steps.
You may decide that you do not want to show all Member Types in the directory. For example, you may want to display just the National membership but not the Chapter memberships. You may do this as well by disabling the member types you do not wish to display from the Member Type profile.
To disable a specific Member Type from being used in the Individual or Organization Directory:
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Edit the Member Type you wish to disable.
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Select the Exclude in External Directory checkbox.
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Click Save. This will now exclude only this Member Type from search results.
For example, look at the same search results previously referenced. Now, only the Student and National membership(s) are referenced under the Member Type label; the Chapter membership is no longer referenced as a result of this exclusion. By enabling all Member Types and then excluding specific Member Types as just described, you may display your Primary Membership and disable your Secondary Member Types if desired.
Note: The Member Type will display in the Individual Directory, the Organization Directory, or both based on Customer Type in the Member Type profile. This is accomplished by using the Valid For drop-down when you Edit the Member Type. Further, where benefits flowdown is applicable for linked individuals and organization members, the Receives Benefits label will be applied.
