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Picture-Directory Online™ Help

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Sidebar - Notfication Area

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April 11, 2020

The Sidebar Notification Area shows your organization's name (so the user always knows what directory they are logged into, and the date. Optionally in can include a scripture verse which can be toggled on or off in Setup » My Organization » Modify .

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April 11, 2020

The Sidebar Search Area is where you search the directory. The search toggle switch controls whether it's a: Quick - Search (with a search box, search within group, and alphabet buttons) Advanced - Search (Search words, two search within groups, and configurable fields within the directory (i.e. Name, City, State, Skills, etc). The search area is always in the Sidebar, so you can search the directory no matter what page you are on.

Topics

All Pages16 Calendar1 Directory6 Directory Buttons1 Directory Entry2 Directory Navigation1 Directory Search1 Directory Views1 Groups1 Home Page1

Organization1 Photos2 Pictures2 Preferences3 Setup5 Sidebar2 Sidebar Options2 Users1 Welcome Page1

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Setup (System Preferences)

April 11, 2020

Setup (System Preferences) After selecting the setup option you are shown the tabs above. These tabs are for the following: Users - Maintain your organization's users. Login Requests - Users can request a login and you can approve or deny from this tab. Custom Fields - Define custom fields for your directory. My Organization - Change settings that control your directory. Import - Import data into your directory. Export - Export data from your directory.

Setup - Modify My Organization

April 17, 2020

The Update My Organization page allows you to customize the configuration of your directory. Contact Information Specify the organization name, contact name, address, telephone number and email address. This is important to have a correct email address and telephone number so that you can receive a reminder and invoice when you subscription is due for renewal to prevent it from expiring. Home Page URL This option controls where the Home Page menu option links to. By default it is the PD Online™ Home Page. But, it can be any valid URL including a URL back to your own website. Custom Directory Name You can give your directory, a custom name. By default the name is your organization name and online directory. (i.e. XYZ Company Online Directory). Directory URL This is the URL that you provide other's within your organization to access your directory. Picture to Show on Welcome and Login Page You can upload your Organization's Logo or other picture and it will be displayed...

Directory Entry

April 12, 2020

Directory Add/Edit The entry form is divided into multiples sections: Name Name fields (i.e. First Name, Last Name, Job Title, Nickname, etc.) There is also a Picture File Name field to enter the name of a picture that was uploaded from the Manage Pictures page. Sort this entry by determines how the record is sorted in the search results. The field chosen here must not be blank. Address Information There are two types of addresses, Home and Office. Choose the primary address by selecting one from the The primary address for this entry is the . The primary address is the address that is shown in card view and the top section of the detail page. Personal Information Personal Information can be entered about the directory entry's spouse and children. This information's privacy can be controlled by the administrator. Birthdays and Anniversaries When a Birthday or Anniversary is entered it will automatically be added to the calendar. Birthday and Anniversary year can ...

Picture-Directory Online™

April 16, 2020

Picture-Directory Online™ is an online directory service to search, browse, create, print and maintain your directory on the internet from your smartphone, tablet, desktop or any device. Create a Link from your website to your online directory hosted with Picture-Directory Online™. Your information can be as open or secure as you choose! Anywhere, Anytime access to your directory! Intelligent Responsive Design friendly for any type of device: Smart Phone, Tablet, and Desktop Great Search Engine Searchable by any field Fully secure so no one outside of your organization can access your directy unless you allow them to. Can be controlled by security privileges which Users can maintain the data and records can be marked invidually as private (not viewable publicly) or marked system wide as private or public. By default it is private Categorize your directory into a numerous groups Is designed to create membership directories with or without pictures. Is useful any organization, ...

Directory Views

April 12, 2020

The Online Directory is the heart of Picture-Directory Online™. There are for different views for the directory. Cards View Cards view shows the directory entries like business cards and most of the detail of the details view. The information displayed is configurable. List View Shows as a list with configurable columns. (i.e. Name, Organization, Address, Primary Phone, Email) Photos View Photos View shows just the name and a photo. This view is good for getting to know faces of those within your organization.