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CiviCRM Cookbook

You're reading from   CiviCRM Cookbook Improve your CiviCRM capabilities with this clever cookbook. Packed with recipes and screenshots, it's the natural way to dig deeper into the software and achieve more for your nonprofit or civic sector organization.

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Product type Paperback
Published in Jun 2013
Publisher Packt
ISBN-13 9781782160441
Length 236 pages
Edition 1st Edition
Languages
Tools
Concepts
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Table of Contents (13) Chapters Close

Preface 1. Setting Up CiviCRM 2. Organizing Data Efficiently FREE CHAPTER 3. Using the Power of Profiles 4. Controlling Permissions 5. Managing Communications 6. Searching and Reporting 7. Integrating CiviCRM with Drupal 8. Managing Events Effectively 9. Using Campaigns, Surveys, and Petitions Effectively 10. Working with CiviMember 11. Developing for CiviCRM Index

Creating a membership directory

Profiles can be used to create listings of contacts. You can display these lists publicly on your website so it's a quick way to show a membership directory.

How to do it…

Setting up a membership directory is easy. We just create a smart group to list our contacts and then create a profile that lists contacts within the group.

  1. Set up a group that will contain the contacts that you want to list. It's a good idea to make this a smart group. This means any contact that matches the smart group criteria will automatically be added to your group and thus to your listing. When you create your smart group, make sure that Visibility is set to public pages.
  2. Navigate to Administer | Customize Data and Screens | Profiles and add a new profile that will contain the fields you wish to display on your directory.
  3. For the Used for: field, select Standalone Form or Directory.
  4. Navigate to the Advanced settings. In the Limit listings to a specific Group? field, select...
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