Managing Members - Team Logic Help System

Managing Members

The member directory pulls directly from "Organizations" within Team-Logic. These organizations can also be used in other Team-Logic applications like Mail-Logic and Pipeline CRM. Organizations do not have to be displayed on the member directory, they can be internal only. See the guide below to update member directory organizations.

To update existing Organizations (Members):

  • Click the "Organizations" tab
  • Click on the appropriate Organization
  • Click the "Member Directory" button in the top right of the details box
  • Add appropriate tags, description, and categories as needed
  • Make sure "Displays on Member Directory" is checked
  • Note: Name, address, phone and website information used in the member directory is pulled from the organization's details. This is accessible by editing the Organization.

To add to Member Directory:

  • Click the "Organizations" tab
  • Click on the "Add Organizations" in the top right of the header
  • Member directory specific options are on the bottom left of the add window
  • Make sure "Displays on Member Directory" is checked