Viewing Directories In Organimi

The Directory is the roster list of members sortable by clicking the field heading.

Columns are displayed for all fields such as Name, Details, Email, Phone, Title, Description, and also custom fields.

 

There are two major (2) ways to view your directories:

      .  From the dashboard

      .  Selecting the Directory symbol from the right navigation pane

 

  1.   From the dashboard, click the Directory mceclip0.png icon or select the Directory icon from the right navigation pane.

mceclip1.png

 

               mceclip3.png  A directory view of members in your roster appears.

 

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      3.  Roll your cursor in any row to see the Edit dots.

      4.  Click the Edit dots.

              mceclip3.png  A pop-up window appears.

 

             mceclip4.png

 

       5. Use options in the pop-up window to:

             .  Preview the member

            .  Edit the member Role

            .  Remove the Role from the chart

 

 

Having trouble? Contact us at support@organimi.com or ask us about our concierge service.

 

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