CiviCRM Contact Directory

Set Up

1. Install the plugin.
2. create a page with the shortcode [civicrm_contact_directory]

Optional Attributes

• group - IF you would like to limit the results to a specific group enter that group id.
• singleview - IF you would like to display additional information when viewing a single contact create a message template formatted as you would like it to be and add the id with this attribute.
• specialty - IF you would like to include a Specialty filter include the name of the custom field ex: 'custom_9'
• mainview - IF you would like to customize how results are displayed you can configure a message template using contact tokens and set the id here. If you do not, it defaults to the display name and address
• search - If you set the search to "no" no search filters will be displayed
• displaynamefilter - Include a filter by name
• proximityfilter - Include a proximity filter
• map (BETA) - Set to 1 or true to include a map
• group_by (BETA) - add a group_by field. Must be a valid field the in the api call for the contacts. group_by will print h2 headers and group contacts by this field. Tested with 'state_province' only.

Directory Description

filters that should be available for use include:

• Name (assuming to search on first OR last for Individuals and Org Name for Organizations)
• Proximity search
• IF a specialty attribute is included in the shortcode

Default Results listing should include:

• Display Name
• Street Address
• Supplemental Address 1
• City
• State
• Postal Code
• Phone (primary)

Name field should click through to more details about the contact:

[repeat all above] IF a singleview attribute is included in the shortcode then additionally, the contents of the message template id passed should be displayed with contact tokens populated.