Directories + Profiles
68 articles
- Configuring Filter Value Sort Order for Directories
- About Configurable Search Scopes for Directories
- Exporting Directories to Excel
- Configuring Mapped or Custom Fields
- Disabling Mapped or Custom Fields
- Enabling Mapped or Custom Fields in Profiles and Directories
- Adding a New Field Mapping from Deltek, OpenAsset, or Azure Active Directory
- Rearranging Profile Blocks
- Adding Grid Blocks to Profiles
- Adding a Multi-Field Block
- Adding a Single Field Block
- Editing the Header Block Data Displayed
- Configuring the Global Profile Template
- Adding Global Directory Views to Navigation
- Creating Additional Directory Views
- Editing the Filter Bar
- Sorting Directories
- Grouping Directories
- Editing the Data Displayed (Grid Layout)
- Editing Directory Columns (List Layout)
- Changing Column Order (List Layout)
- Editing the View Title
- Saving Changes to the Default View
- Configuring Contacts + Opportunities Profile Associations
- Configuring Contacts + Companies Profile Associations
- Configuring Employees + Opportunities Profile Associations
- Configuring Companies + Projects Profile Associations
- Configuring Companies + Opportunities Profile Associations
- Configuring Contacts + Projects Profile Associations
- Configuring Employees + Projects Profile Associations
- Configuring Search Scope in Directories
- About Employee Profile Headshot Images
- Edit Profile Data for Multiple Employees
- Populating Custom Fields (Editing User Data)
- Adding Custom Fields in Synthesis
- Adding or Updating a Profile Headshot (Synthesis Native Images)
- Editing Project/Opportunity List Settings on Employee Profiles
- Editing Project/Opportunity List Data Displayed on Employee Profiles
- Editing the Contact Info Block
- Changing the Headshot Size
- Locating the Employee Directory by URL
- Getting Started with Employee Directories + Profiles
- Switching the Employee Directory Layout
- Enabling or Disabling Grid View in Employee Directory
- Configuring Professional Bio Fields
- When to Use Employee Custom Fields vs Mapped Fields
- Editing the Headshot Settings
- Disabling Project Thumbnails in List and/or Map Views
- About Project Profile + Directory Images
- Locating the Project Directory by URL
- Enable/Disable Grid and Map View in Project Directory
- Switching the Project Directory Layout
- Selecting Project Description Field Categories to Display
- Configuring Custom Sort Order of Employees by Project Role
- Adding Images to Project Profiles (Synthesis Native Images)
- Changing the Order of Project Profile Images (Synthesis Native Images)
- Changing the Title of a Project Profile Image (Synthesis Native Images)
- Vantagepoint API - Synthesis Integration
- Fields Excluded from the Vantagepoint API - Synthesis Integration
- OpenAsset Data Available to Synthesis
- Do Synthesis Directories + Profiles integrate with Procore?
- Do Synthesis Directories + Profiles integrate with Salesforce?
- Do Synthesis Directories + Profiles integrate with BST Global?