Printed Directory
Having digital access to an online directory is a huge help. Depending on member preferences or the need to create a photo directory, use the built-in tools to quickly get the information you need based on a group.
Helpful tools that influence the directory output
Directory Creation Tools
There are a couple of options for creating a printed directory available. Use the 'Print Single' column tool, print a simple formatted Directory, or export the list of group members to a CSV file and use mail merge or hand that file to a printer to create the directory. Let's go over those options.
Print Single Column or Simple Pre-formatted Directory
To start making your printed directory, make sure all the members are in a group(s). This is the list of names that will be used to build the document output. Go to Groups → List, check the box(es) next to the group(s) for which you want to print a Directory.
Use the Three-Dot Icon
to create a Print Directory from the dropdown.
A modal will appear at the top of the group list, offering the option to Print Individuals or Print Families. Selecting one of these options adds some default fields.
- Individuals → Name, Home Phone, Residential Address, Mailing Address
- Families → Name, Home Phone, Residential Address, Mailing Address, Family Tree (list of other members in the linked family)
No matter which option is chosen, the list of fields can be dragged and dropped from either side of the list to customize the information further.
After all the fields you want are in place in the left column, there are a number of output checkboxes available.
- Print Single Column → If selected, this will produce a listing of individuals/families, rather than the default two-column layout.
- Include Profile Photo → If you chose Print Individuals, this would include each person's profile picture, if they have one. If you chose Print Families, the profile picture of the Primary family member will be used.
- Include Family Photo → Includes the family photo from the Family tab of each individual or family.
- Print Groups Separately → If multiple groups were selected from the group list, and this option is selected, the system will produce a directory for each group. If multiple groups were selected, but this option is not selected, the system will produce a single directory containing all individuals/families from the selected groups.
- Include Inactive Group Members → The directory will include any members marked as 'Inactive' in the group.
Once all the options are in place, select the GO button at the bottom of the modal to get your export.
Export CSV Method
To start making your printed directory, make sure all the members are in a group(s). This is the list of names that will be used to build the document output. Go to Groups → List, check the box(es) next to the group(s) for which you want to print a Directory.
Use the Three-Dot Icon
to start an Export Individuals to CSV from the dropdown.
Choose from the available options to pull in other family members and the level of detail to include in the Export. Once all the options are in place, select the EXPORT button at the bottom of the modal to get your exported CSV file download right away.
Basic CSV Export
Advanced CSV Export
After the file is downloaded, use the Microsoft Office suite of tools to create a nice custom directory or send this file to a directory printing service after reviewing the data. For more on how to use Microsoft Office tools for this, review their help material through the link below.
Microsoft Video Using Mail Merge
Microsoft Article - Mail Merge Directory
Updated