Quick Start for the Directory¶

1. Create a Search Builder search for all Members of the church and whatever other conditions you want.

2. Create a Status Flag by saving the search as Picture Directory.

3. Go to Administration > Setup > Settings > System > Administration and enter PictureDirectory or whatever status flag name you used in the PictureDirectorySelector setting.

4. View your directory at https://yourchurch.tpsdb.com/PictureDirectory where yourchurch is your church domain.

Who can view a directory?¶

Only those who are displayed in the directory as part of the group can view the directory. If the person has opted out from the directory they will not be able to view it either. Additionally, the person must be log in to view this directory.

Exception: An Admin user can view any online directory without being in the directory. And the Admin role is required to set up this directory.

Search, Sort, View, and Active Links¶

Search

You can search by part or all of a name by entering it in the text box labeled Part of Name and pressing Search or by hitting Enter on your keyboard. Only those matching the text you entered will be displayed.

Press the Clear button to return to the full directory after searching or to return to the normal sort order after changing the sort.

Sort

All families are kept together even if the last names are different. The default sort is by last name, first name of the Head of Household with his/her family members listed below that name. If you sort by the Birthday header and want to return to the default sort, click the Name header.

If your church is displaying the date of birth, you can click the Birthday heading to sort by the month and day to find those with upcoming birthdays. If will not sort starting with January, but by anyone who has a birthday on the current day or later. This is designed to help you acknowledge someone’s birthday, not to compile a birthday list.

View Photo

Small images of the person’s individual photo will display. Click the image to view the full version. Click again to return.

Links

The email link will be active only if the person viewing the directory has access to view that person’s record, either as an Involvement Leader user or as a staff member. Clicking it will open an email in that person’s default email client.

The person link (the person’s name) will be active only if the person viewing the directory has access to view that person’s record, either as an Involvement Leader user or as a staff member. Clicking the link will open that person’s people record in a new tab.

Removed reference to F99 Status Flag name convention