Directory

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TABLE OF CONTENTS

The iModules Directory system provides constituents an easy to use, mobile friendly option with configurable fields to be searched.  The simple and advanced views of the current legacy system are supported with the Advanced Search option allows constituents to search on additional fields.  The results returned are displayed in a configurable pattern with a profile picture, key pieces of member profile data and a link to the constituent's mobile friendly profile page.  The display of social icons and badges is also supported.

The configuration and installation of the new Directory system is done by iModules personnel.  When your institution is ready to move forward with converting your existing directory to the new Mobile Ready Directory system, please fill out the short form on the Client Community.  iModules will then contact you to to discuss your institution's conversion to the new Directory in Encompass.

Mobile Web-Optimized - When deployed with a Mobile Ready site design, the Directory results and member profiles are easily viewed on mobile devices with the search inputs and results display adapting to the screen size of the device being used.

Multiple Directories Per Site - Directories can be configured for different constituent groups in the same community. (This option may incur additional implementation fees. It will be scoped by an iModules representative and agreed upon in writing prior to the commencement of work.)

Customized to your Organization

    • Choose the fields that you want displayed on simple and advanced searches
    • Define the fields to be used in the results pattern and the styles to be used
    • Determine the maximum number of results returned
    • Determine the number of results to display per page

Conditional Token Support - Conditional tokens display good results even if a data value does not exist for a token.

Patterned Search Results - You can decide the search results pattern that works best for your organization.

Custom Search Capability -  The system enables iModules to also provide custom search capabilities beyond the standard Member Directory and Career Center searches.  (This option may incur additional implementation fees. It will be scoped by an iModules representative and agreed upon in writing prior to the commencement of work.)

Search Display Examples

Below are some examples of the how the directory will appear to constituents.

Regular / Simple Search

NOTE: Maximum number of fields in Basic Search is 10.

 

Advanced Search - Desktop

NOTE: Maximum number of fields in Advanced Search is 20.

 

Mobile Friendly Search

Results Display

The mobile optimized results display uses a patternized system for displaying the information returned for each result.  There are four standard results patterns that clients can choose from:

    1. Default Results pattern


    2. Pattern without details button


    3. Pattern with no profile image


    4. Grid View pattern

 

    • Instead of requiring the user choosing a filter for the search from a dropdown (contains, starts with, equals, not equal to), all filters will use "contains". 
    • Once a user has searched for a member, the verbiage will not show "new search", instead they will be asked to modify the search.

Legacy Directory System

The current Directory with its columnar results display is still supported, but the column-based results display and its ability to sort columns is not supported in the new mobile-optimized Directory.  Only the new patternized results display is supported in the new Directory system. Clients wanting to keep the current column-based display will need to remain using the legacy Directory system.

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