Knowledge Base/Official Insight Help/Address Book

Address Book Introduction

Justin Ruffell-Ward - Insight Support
posted this on December 12, 2010 18:48

The contact details of the users in your centraldatabase database can be displayed in an online address book on your web site for easy access to other site members. Who's details are displayed can be configured by your site's address book policy and each individual user can choose which details, if any, they wish to display.

Membership vs Involvement

Each user record has a membership and involvement setting, this determines the status of the individual. Your organisation can use these status fields in a way that suits your own structure and membership requirements.

They will also combine with your address book policy to determine whether the user appears in your online address book or not.

Address Book Policy

The address book policy determines who appears in your address book and is the place you can also disable the address book feature if it isn't applicable for your organisation. Follow these instructions to modify the address book policy:
  • Login to the web site and enter the Web Office.
  • Within the Web Office select the settings tab on the task pane navigation, the site settings area should be displayed shortly afterwards.
  • Select the users category from the site settings navigation on the left-hand side; several options will appear.
  • Select the address book option; the address book policy page should appear shortly afterwards.
  • Select the groups of users you wish to make the address book feature accessible to. If you only select the current members option then this will restrict the address book to a limited group of people, if you select all the options however then you are allowing access to the address book to more people. To disable the address book entirely deselect the enable address book option.
    Note: If a user has permission to access the address book then they will also appear in the address book unless their privacy settings are set to exclude them
  • Click Save to commit your changes.
To get an overview of who appears in the site address book select the centraldatabase contact database folder and then the members tab to view the list of users. The users who will appear in the address book are displayed in Blue unless their privacy settings exclude them. The users who appear in Red won't appear in the address book. If someone doesn't appear in the address book but their partner does, then their name will be listed however their personal contact details, e.g. work phone, e-mail address, won't be displayed.

Security/Privacy

Having your address book online and restricted to only those that can login is much more secure than having a paper copies of your address book floating around. However users may be sensitive to the idea of having their details accessed on the internet so it's important to communicate the following security features when communicating the address book feature to your members:
  • In order to access the online address book you must feature in the online address book; therefore, if the user does not fall into one of the categories defined in your address book policy they will not be able to view other people's contact information.
  • Individuals are able to set their own privacy settings, and may choose to become ex-directory so that their personal details are not listed in the address book. This can be done by the user through the My Profile page. It is still useful to store their information on the system for administrative use, and so that they can login to the web site.

Accessing the Address Book on the web site

You can gain access to the address book as follows:
  • Login to the website.
  • Move the cursor over the home menu option; several options including the address book should then be displayed.
  • Click on the address book option and the address book will be displayed shortly afterwards.
    Address book not displayed? If clicking on the address book option doesn't display anything it's because you aren't logged in. If you see a message saying you don't have access to the address book it's because you don't meet the site's address book policy.
  • Browse the address book by selecting the letter that corresponds to the first letter of the surname you wish to view or use the search options to find the required user. The advanced options can also be selected for further filter options including viewing the users of a particular group.

Printing the Address Book

The address book can be printed from the website or from within the Web Office. Both of these options are described below:

Printing the address book from the web site

  • First access the web site address book (see accessing the address book for details of how to do this).
  • Select the Printable Version option located to the right-hand side of the web site content area as illustrated below:
    printableaddressbook
    The Printable Address Book page will be displayed shortly afterwards.
  • Click the download button next to the format you wish to print the address book in e.g. with or without photos, or select the appropriate custom format option for further formatting options. The address book should open in a new window shortly afterwards, from there the address book can be printed.

Printing the address book from within the Web Office

  • Login to the web site and enter the Web Office.
  • Select the appropriate usergroup user group folder you wish to print the address book for.
  • Next select the members tab, a list of the people within the group will be displayed shortly afterwards.
  • Select the tasksbulletPrint address book for the groupname group task, the printable address book options will display shortly afterwards.
  • Choose the format required. Also select the people filter option and any information you wish to hide from the address book. There's also an include ex-directory information option which, when selected, will include people who selected, through their privacy settings, to have their details hidden from the address book. If this option is selected the printed address book should not be distributed to other members of your organisation i.e. it is for office purposes only.
  • Click the Generate Address Book to open the selected address book in a new window, from there the address book can be printed.

Independent Groups and Address Books

An address book is created for your centraldatabase contact database  and every independent group. A user will have access only to the address books they are a member of. This means a user who is a member of one independent group only will view that independent group's address book when they enter the address book area; they will not have access to the main centraldatabasecontact database address book.

tipTips

  • Review your address book policy first. Think about how you are going to use the membership and involvement settings i.e. what defines someone as a member and how will you use the involvement settings.
  • If the address book is a useful feature for many of your users don't remove it because one or two people don't want their contact details appearing on the web site. Instead hide their details by setting their privacy settings appropriately.
  • Before launching your web site to your membership make them aware of the address book feature and the benefits it offers. Inform users of why it's very secure and that they can choose which details they wish to be displayed using their privacy settings.

 

Comments

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Chris Meersman

How can we see the involvement of the various members of our church?  If we go to Address Book, there is no way to know that any given person is involved in any groups.  Conversely, if you go to a Group Home Page, how can one see who are the members of that Group?

April 25, 2011 03:32
User photo
Justin Ruffell-Ward - Insight Support
Endis

There isn't a view for website users of an individuals group memberships (only admins can see that through the web office) but a user can view the members of specific groups in the address book if when in the address book they select 'advanced options' and then the group you wish to view membership of from the 'Show only members of' drop-down selection list.

You could also add a 'user list' component to a layout to display the members of a particular group with the appropriate section of the website itself (without the user having to enter the address book). This essentially creates an address book for each group within the group area of the website itself.

May 03, 2011 10:39
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Chris Meersman

There is a special field (note) that appears in the Profile of each user.  This is a Text Area with max 5,000 characters that I believe was pre-set up on our website by Endis.  How can we get this field - Interests - to appear in the Address Book for each member?  Why is it that some of the special note firlds show in Address Book and others do not?

May 24, 2011 07:05
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Justin Ruffell-Ward - Insight Support
Endis

There's a text area field titled 'Description' on user's records when you view them in the web office. If this is the field you're referring to then it does appear when you clcik on the user's name in the address book to view a user whose details contains some information in this field (it's displayed at the bottom of the user's profile).

If it's not this field you are referring to then it sounds like a custom 'Note' field you've set up (these appear under 'Other Information' when viewing a user record in the web office). If this is the case each Note field can be set up to appear in the address book but by default won't.

May 24, 2011 12:45
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Neal Thorne

I just ran into an issue.  Let's say for instance an older woman calls into our church to tell us that her mailing address has changed.  Our office administrator opens the web office to view this person's details and update her address, but there is no place to edit a person's address within the web office (that I can find).  Also, there is no place to even VIEW an individual person's mailing address from within the web office. 

We currently have the Address book disabled on our webpage because we have not found a way to restrict WHO can see the information (which is another question all together).  We would like the address book to show up for say Pastors, Staff and Elders, but not for any other person who is logged in....

Would LOVE some feedback, as it is very possible we are doing something wrong here...

June 14, 2011 00:10
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Justin Ruffell-Ward - Insight Support
Endis

The user's address details can be accessed in the Web office by opening the user's details and then by clicking on their family name, which will be at the top of the user details window.

The standard address book always appears to those that are displayed in it, so it can't be displayed just to the staff you mention unless you are happy for it just to display themselves.

Having said that you could hide the address book entirely and then add the new 'user list' component to an article and set it to display everyone in the root group and then place the article in a group that only the relevant staff members can see. That should achieve what you require.

June 20, 2011 10:25
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Tim Wall

Is it possible to move the Address Book to the My Area drop down menu instead of having it on the Home drop down?

November 18, 2011 20:35
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Neal Thorne

Justin,

 

I really like your idea that you suggested regarding creating a seperate group and adding the "user-list" option within the article, which in essence will display the address book in a secure place where I can grant access to those I choose.

The problem I am having is that I am find no such component named USER LIST component.  I feel like I should be able to pull down the 'Add Component' drop down menu and select 'User list' as you have described... but I have had no such luck. I see that your post was from June, could that mean that the User list feature is no longer available? Please advise.

November 20, 2011 16:23
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Paul Tostevin - Insight Support
ShareInsight

Moving the Address Book to the My Area drop down menu -  while the system does provide some options on menu configuration this is not one of them! It is possible to do this by writing some custom code. It would be possible to add the address book option it to another menu dropdown by using a redirection - please take a look at:-

http://help.shareinsight.info/entries/356148-how-can-i-redirect-a-m...

November 23, 2011 16:46
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Paul Tostevin - Insight Support
ShareInsight

User-List - this is not available for embedding in an article but can be added as a component to a layout in Themes and Layouts

November 23, 2011 16:47
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Neal Thorne

I have managed to do as you suggested, however the list of people and details is very jumbled and nearly unusable for our purpose as an address book available only to those within the group.  Is there any way to achieve the address book as YOu had created it, however within a designated page so that only certain people can access it?

November 24, 2011 05:49
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Paul Tostevin - Insight Support
ShareInsight

Moving the Address Book to the My Area drop down menu - The redirect code should be

<script type="text/javascript">
if (window.location.href.indexOf('/aspnet_client/') < 0){
window.location = "/Address/AddressBook.aspx"; }
</script>

My guess as to why it is jumbled is due to the layout you are using. If you are still having issues please email support@endis.com so we can take a look.

November 24, 2011 13:05
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Tim Wall

thank you for the script - i take if i wanted to move a different page then I would just need to replace"/Address/AddressBook.aspx" with for example "/Address/Calendar.aspx" ???

November 24, 2011 13:52
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Paul Tostevin - Insight Support
ShareInsight

If you go to the calendar you will see that the URL after the domain is /Calendar/Month.aspx - and this is what you will need for a redirect to the Calendar.

November 24, 2011 15:20
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Anton Flugge

Hi,

currently the address book is enabled on our website, which is as it should be, but the problem is, when you are not logged-in and do not have access to the address book the address book symbol is still shown in the home menu (without the text "Address Book"). If you log in the menu is as it should be with the address book symbol and text in the menu. But it is possible to completely hide the address book from the menu when users are not logged in, without turning the address book of and changing anything for logged in users?

Cheers,
Anton

March 06, 2012 22:38
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Paul Tostevin - Insight Support
ShareInsight

Hi Anton - the text should appear but as a disabled link - I can only assume that you have  disabled links configured to be the same colour as the background colour of the dropdown menu.

Paul

March 19, 2012 16:11
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Anton Flugge

Hi,

not sure. But I guess the real question is, it is possible to not show the address book with the disabled link at all, if a user is not logged in, but still have the address book enabled for users that are logged in? Most users will not be logged in most of the time they visit the website, and I do not want to confuse them with dead links in the menu. I have now turned the address book off completely, because it is still better to not have that feature at all, then show a dead link to people who are not logged in. But my preferred option would be to be able to use the address book features for logged in users.

Kind regards,
Anton

March 19, 2012 23:27
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Paul Tostevin - Insight Support
ShareInsight

Hi Anton - without resorting to writing some code an option would be to use a technique mentioned earlier in this thread - i.e. de-select the option to show the address within the dropdown menu component in the layout. Then create an 'Address Book' group within your site structure and use the group home page article within this to redirect the user to the Address book. The 'Address Book' group security will be set to be seen by members of your site only. To create the redirection please look at this article:-

http://help.shareinsight.info/entries/356148-how-can-i-redirect-a-m...

and use the URL /Address/AddressBook.aspx as above.

Paul

March 20, 2012 09:13