Organization directory

The Organization directory is the place to find people and accounts that matter to your business. Whether you need to locate a staff member, find a family, or review contact details, the directory gives you a structured way to search and browse the people connected to the organization.

What the directory is used for

Use the directory when you need to:

• find a staff member or instructor

• look up a family account

• review contact information quickly

• find the right person for scheduling or communication

• keep important account details organized in one place

It is especially valuable when your organization has many accounts, contacts, or staff members to manage.

How to use the directory effectively

Search by name or role

The directory is most useful when you search for the specific person or account you need. This can include:

• staff names

• family or student names

• contact details

• account categories or relationship types

This makes it easier to find the right record without digging through unrelated data.

Grade and School columns

The student directory table includes Grade and School columns so organization admins can see a student's grade level and school or program at a glance. A student's school can be set from the add or edit student form.

Customize visible columns

Use the View button above the directory table to show or hide columns. A badge on the View button shows how many columns are currently hidden. Your column visibility choices are remembered per organization, so the directory looks the same the next time you visit.

Use directory information for quick follow-up

The directory helps you move quickly from finding a person to taking the next action. Once you locate the right record, you can use it to:

• confirm contact details

• connect the person to scheduling or billing activity

• follow up on a lesson, invoice, or task

• make sure the right account is being updated

Best practices

• Keep contact information current so the directory remains useful.

• Use the directory as your first stop when you need to locate a person or family record.

• Make sure the information you use for scheduling, billing, and communication stays consistent across the organization.

• Combine directory lookup with calendar, tasks, and invoices when the next step involves more than simple contact lookup.

Summary

The Organization directory helps you quickly find the people and accounts that drive daily operations. It is a practical tool for contact management, quick lookup, and keeping your organization's records organized.