Creating & Customizing a Printed Directory

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    Greg Briggs

    What format or file type will the photo directory download as?  PDF? MS Publisher? 

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    Emily W.

    Hi @office!

    Great question! PDF. :) 

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    Johnna Matthews

    When I click download, it doesn't actually download a pdf; it just opens up into a browser with no option to download further.  Any ideas?

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    Emily W.

    Hey @johnnnamatthews!

    To save this PDF simply:

    PDF from Chrome
    Chrome can always print files directly to PDF, and it works just the same on a Chromebook.

    1. Just click the menu button in Chrome and select Print.
    2. You’ll see a preview of the current web page.
    3. Click the “Change” button under “Destination” and select “Print to PDF” under “Local Destinations”.
    4. Select any options you want to change here and then click “Save” to save the file to PDF.
    5. You’ll be asked for a file name and location.

     

    PDF from Safari

    1. To print to PDF, select the “Print” option in any application.
    2. Ignore the list of printers at the top of the print dialog that appears.
    3. Instead, click the “PDF” menu at the bottom of the dialog and select “Save as PDF”. Mac OS X will allow you to save the document to a PDF file instead of printing it to an actual printer.
    4. You'll be asked for a file name and location.

     

    Please let me know if you are looking to create this PDF from another browser.

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    jenny

    Is there a way to change the title at the top of the first printed page of the directory?  For example, it's currently printing my church's name and the word "directory" under that.  I'd like the title to be the specific name of the tag I'm printing from.

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    Sheley

    Hey Jenny - Absolutely!  Just click the area (you'll see it turn a shade darker) where the church name & "directory" are, and then you'll see a little edit popup like this appear:

    You can change it to whatever you'd like! 

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    billfpdx

    For the directory, we want in most cases the couple with different last names to show twice, but in a few cases we don't. How can we just delete an entry we don't want to show?

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    Emily W.

    Hey @billfpdx!

    After you select download, your directory will appear, you can just click on the individual(s) that you need to edit. Just hover over and click the area (you'll see it turn a shade darker) where the names are, and then you'll see a little edit popup like this appear:

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    billfpdx

    Thanks Emily - but actually my question is can I totally "remove" a whole entry for an individual or for a family from the directory - not just edit the info for that family. The directory we're creating is by family and for couples with different last names, we do want to show the family in the two places so that they show for each of the last names. However, there are a few cases where we don't want that to happen - so we would just like to remove one of the two that show up in the directory. The only way I can think of is to actually remove one member of the couple from the family which I would rather not do.

    -Bill

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    Emily W.

    Hey Bill! 

    At this time, unfortunately there isn't an easy way to do this. You can edit the information as mentioned above and completely erase this information however it will leave a blank space in the directory. I wish I had a better solution for you! 

    Different last names is a topic we are seeing more often and is something I can pass along to our team for future discussion on updating the logic behind the reporting features such as the directory. 

    Blessings! 

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    billfpdx

    Thanks again - just as I thought. One other approach would be to export to an excel file - then build directory from that information - but not wanting to do that either..

    We'll get by - would be good to add some flexibility - someday.

     

    Thanks,
    -Bill

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    Carole Bishop

    Hi-

    I have a few families where one spouse is a member and the other is a visitor or attender.  How can I get that to show up on the directory ( Mary Smith - member, Sam Smith - attender)

    Also, only one birth date shows for the family.  I would like to have everyones birth date show; parents and kids

    Also, sometimes each spouse has their own email address. I would like to have all emails listed and indicate whose email it is.

    Thanks,

    Carole

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    Ashley Lynn

    Hey @carolebishop723! 

    I have created an email to further assist you better with these things. Look forward to assisting you further with this!

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    lisavalleychapel

    We are about to print new directories. Can I have the directory print in a certain font type? Such as Lato? Or Cormorant Garamond?

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    Josh R.

    Hey @lisavalleychapel

    At this time the font that Breeze uses is Veranda. However, if you are looking to change this you can copy and paste the directory into a word processor and change the font there. :) 

    Blessings!

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    mmcmullen

    I'm printing a custom directory grouped by family. For couples, I am including emails and mobile phones for both, but only the mobile phone indicates who owns that phone. Is there a way to add "(Mary's email)" after the email address in a way that it won't show up if Mary doesn't have an email?

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    Maria White

    How can members print their own directory?

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    Stephen Ivey

    @office

    Thanks for reaching out to the Breeze Community!

    Giving Members the ability to print their own Directory is possible by assigning them Permissions to Export. (See Editing a Role

    However, this is not a suggested Best Practice because Exporting also gives them permission to other Admin Exports like Excel, Mailing Labels, Letters, etc. which could be used to produce information on behalf of the church. This is a permission would be best used by a Leadership Function. 

    I pray this information is helpful to you!

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    dicel85

    I am unable to save custom text added to the directory. I can print my final document, but can not save it. The final saved document will only show the directory as it is prior to my changes. Also, I am unable to save as a PDF.

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    Stephen Ivey

    Hello @dicel85, 

    Thanks for reaching out to us today! I've made a short video outlining your solution here: https://cl.ly/5a0d230029dd 

     

    If you have any additional questions, please reach out to us through Support!

     

    Blessings, 

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    tonya

    Hi! Is there a way to have the children's names appear directly under the parent names in the directory, instead of at the bottom after the contact info?

    For example:

    Joe and Jane Smith
    Jerry Smith
    Jennifer Smith
    Address
    Phone
    Email

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    Stephen Ivey

    @Tonya

    Thanks for reaching out to the Forum! In response to your question, Children are the only thing that cannot be reordered on the Directory. They will always appear last on the Output. We apologize for the inconvenience here! If you would like to request this as a Feature in Breeze, you may do so by clicking here: Submitting Feature Requests

    Blessings, 

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    fkhan1

    Hi we run a Sunday school and I have tagged the children that are registered for the school.  I'd like to print a directory of all the registered students with their name, photo, age and allergies, but I'd also like to include their parent's contact information (email/cell phone).  Is that possible?

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    Stephen Ivey

    @fkhan1

    Thanks for reaching out to the Breeze Forum! Great question, here. 

    The directory can effectively generate any information present in a person's profile. Let's say you have Person A and Person B -- The only way you could include personal details about Person B inside of Person A's Directory entry is by having Person B's information listed in Person's A's profile. 

    If you have any additional questions concerning this, we would love to serve you in our Breeze Support! 

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    fkhan1

    That's what I ended up doing.  I created a profile field called "Parent contact info" in each child's profile, and populated it with the parents info (using some excel gymnastics and the bulk update tool).  Not ideal since it won't automatically update for new kids or changes in parent contact data, but it works for now.

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