Specifying Directory Data Fields

In addition to being able to set-up individual and organization directories using the CRM module, you can now set up and modify the layout of your eWeb directories using the Web Site Editor.

To set up an Individual/Organization Directory:

1. Hover over the Modules tab in the top navigation bar. In the fly out menu, click Web Site.
2. On the Web Site / Overview page, expand the Web Site Editor group item and click Web Site Editor.

3. Click the Directories tab located at the top of the Web Site Editor to open the Site Directories Settings page.
4. Click the Individual Directory tab to set up the data for an Individual Directory. Click the Organization Directory tab to set up the data for an Organization Directory.
5. Click the Click here to set up data fields button.

This will open the Individual Directory Setup or pop-up window (or Organization Directory Setup pop-up window depending on the tab you have selected.). The fields selected on the setup forms are the same fields selected when accessing the Individual/Organization Directory Setup from the CRM module.

Please refer to the Setting up an Individual Directory and/or Setting up and Organization Directory help topics for complete details on using this form to set up your directories.

Once you have added your data fields, you my also format them using the Web Site Editor. View, Formatting a Directory Layout for complete details.