TABLE OF CONTENTS
Constituents may utilize the Encompass Directory system to search for information in an easy-to-use, mobile-friendly format. The simple and advanced views of the current legacy system support the Advanced Search option that allows constituents to search on additional fields. The results get 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. This also supports The display of social icons and badges.
Encompass personnel will do the configuration and installation of the new Directory system. 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. Encompass will contact you 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 get viewed easily on mobile devices. The search inputs and results display adapt to the screen size of the users.
Multiple Directories Per Site - You can configure Directories for different constituent groups in the same community. (This option may incur additional implementation fees. It will be scoped by an Encompass representative and agreed upon in writing before the commencement of work.)
Customized to your Organization
- Choose the fields that you want to display 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 token's data value does not exist.
Patterned Search Results - You can decide the search results pattern that works best for your organization.
Custom Search Capability - The system enables Encompass to 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 Encompass representative and agreed upon in writing before the commencement of work.)
Search Display Examples
Below are some examples of how the Directory appears 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.
The mobile-optimized results display uses a patterned system for displaying the information returned for each result. There are four standard results patterns that clients can choose from:
- Default Results pattern
- Pattern without details button
- Pattern with no profile image
- Grid View pattern
- Default Results pattern
- Instead of 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; Users will get a prompt to modify the search.
Legacy Directory System
The current Directory with its columnar results display is still supported. Still, the column-based results display and its ability to sort columns do not support within the new mobile-optimized Directory. This only supports the new patterned result display in the new Directory system. Clients wanting to keep the current column-based display will need to remain using the legacy Directory system.