Add Entry

This page has been closely modeled after the WordPress Add Post and Add Page admin pages to provide a consistent experience and make it instantly recognizable, allowing you to easily and quickly start adding your entries to the directory with confidence.

In the upper right of the page, you will find the Screen Options panel that is found on many of the WordPress admin pages. The Screen Options allow you to choose which metaboxes are displayed or hidden to minimize the fields to only those you use frequently.

Connections includes a wide variety of fields that can be utilized to add information about entries in your directory. To present these fields in an organized structure, grouping relevant field information together, they are separated into metaboxes. This allows you to rearrange, collapse or hide (using the Screen Options panel) to suit your workflow best.

Click to Play

To collapse a metabox, click the up arrow to the far right of the metabox field name.

Click to Play

To rearrange the metaboxes, click and hold on to the metabox field name and drag and drop into the desired order.

Click to Play

Many fields are repeatable, such as addresses, phone numbers, email addresses, et cetera. For repeatable fields, you can add as many as are needed. For example, adding an entry with a home and work address with three phone numbers; cell, home, and work. When adding the addresses, you can click the Add Address button twice to add both addresses. Similarly, when adding the phone numbers, you click the Add Phone Number button three times, once for each phone number.

Collapsable and Rearrangeable 

Each repeated field can be easily rearranged by dragging and dropping them in the desired order. Larger fields can be collapsed to make rearranging them easier.

Deletable

If you need to remove a field, click the remove button.

Publish

The Publish metabox allows you to set the entry type and its Visibility status. The default entry type is an Individual with the default Visibility status of Public.

Changing the entry type affects the Name metabox. Different fields will be available and required depending on the selected entry type.

Name

The available fields depend on the selected entry type in the Publish metabox.

If the selected entry type is an Individual, then the following fields will be available:

• Prefix :: This field is used to add honorific prefixes such as Mr, Mrs, Miss, Dr, et cetera.
• First Name :: This field is used to add the entry’s given name. This field is required.
• Middle Name :: This field is used to add the entry’s additional name.
• Last Name :: This field is used to add the entry’s family name. This field is required.
• Suffix :: This field is used to add honorific suffixes such as Jr., Sr., CPA, MD, Ph.D., et cetera.
• Title :: This field is used to add the entry’s title within the Organization in which the entry is employed.
• Organization :: This field is used to add the entry’s Organization to which the entry is employed.
• Department :: This field is used to add the department within the Organization in which the entry is employed.

If the selected entry type is an Organization, then the following fields will be available:

• Organization :: This field is used to add the entry’s organization name. This field is required.
• Department :: This field is used to add a department name from within the organization being added.
• Contact First Name :: This field is used the add the contact’s first name within the organization being added.
• Contact Last Name :: This field is used the add the contact’s last name within the organization being added.

If the selected entry type is Family, then the following fields will be available:

• Family Name :: This is the family name of the entry being added, for example, Doe, John, and Jane. This field is required.

Click to Play

When adding a family, you will also have the option to add family members by clicking the Add Relation button. After you click this button, you will be presented with two dropdowns. The dropdown on the left will be a list of Individuals previously entered in the directory. The dropdown on the right will be a list of relationship types that can be assigned to the selected Individual. After adding all the family members, you can use drag and drop to put them in the desired order. If you need to remove a family member from the family, click the Remove button.

Addresses

The address field metabox allows you to add addresses to your entries, and because it is a repeatable field, you can add as many addresses as needed by clicking the Add Address button.

The address field metabox contains the following fields:

• Type :: This dropdown selection allows you to define the address type being added. The default options are; Home, Work, School, and Other.
• Preferred :: If you have added multiple addresses, you can select this to define the address as the preferred address.
• Visibility :: Choose to set the visibility status of each address. The default is Public, but you can choose to set the address as Private or Unlisted.
• Address Line 1
• Address Line 2
• Address Line 3
• City
• State
• Zipcode
• Country
• Latitude & Longitude :: You can either enter these values manually or use the Geocode button to fill in these values or leave them blank automatically.
  • If you choose to leave these blank, the address will automatically be geocoded when the address is saved.
  • If you click the Geocode button, a map will open with a pin showing the location of the geocoded address. You can drag and drop this map pin to fine-tune the geocoded address, and the latitude and longitude fields will be automatically updated.

Phone Numbers

The phone number field metabox allows you to add phone numbers to your entries, and because it is a repeatable field, you can add as many phone numbers as needed by clicking the Add Phone Number button.

The phone number field metabox contains the following fields:

• Type :: This dropdown selection allows you to define the phone number type being added. The default options are; Home Phone, Home Fax, Cell Phone, Work Phone, and Work Fax.
• Preferred :: If you have added multiple phone numbers, you can select this to define the phone number as preferred.
• Visibility :: Choose to set the visibility status of each phone number. The default is Public, but you can choose to set the phone number as Private or Unlisted.
• Phone Number :: Add the phone number in this text field.

Email Addresses

The email address field metabox allows you to add email addresses to your entries, and because it is a repeatable field, you can add as many email addresses as needed by clicking the Add Email Address button.

The email address field metabox contains the following fields:

• Type :: This is a dropdown selection that allows you to define the email address type being added. The default options are Personal Email and Work Email.
• Preferred :: If you have added multiple email addresses, you can select this to define the email address as preferred.
• Visibility :: Choose to set the visibility status of each email address. The default is Public, but you can choose to set the email address as Private or Unlisted.
• Email Address :: Add the email address in this text field.

Messenger IDs

The messenger field metabox allows you to add instant messenger IDs to your entries, and because it is a repeatable field, you can add as many instant messenger IDs as needed by clicking the Add Messenger ID button.

The messenger field metabox contains the following fields:

• Type :: This is a dropdown selection that allows you to define the instant messenger type being added. The default options are; AIM, Yahoo IM, Jabber/Google Talk, Messenger, Skype, and ICQ.
• Preferred :: If you have added multiple instant messenger IDs, you can select this to define the instant messenger ID as the preferred one.
• Visibility :: Choose to set the visibility status of each instant messenger ID. The default is Public, but you can choose to set the instant messenger ID as Private or Unlisted.
• IM Network ID :: Add the instant messenger ID in this text field.

Social Media IDs

The social media network field metabox allows you to add social media network URLs to your entries, and because it is a repeatable field, you can add as many social media network URLs as needed by clicking the Add Social Media ID button.

The social media network field metabox contains the following fields:

• Type :: This dropdown selection allows you to define the social media network type being added. The default options are many popular social media networks like Facebook and Twitter.
• Preferred :: If you have added multiple social media network URLs, you can select this to define the social media network URL as the preferred social media network URL.
• Visibility :: Choose to set the visibility status of each social media network URL. The default is Public, but you can choose to set the social media network URL as Private or Unlisted.
• URL :: Add the social media network URL in this text field.

Links

The links field metabox allows you to add links to your entries, and because it is a repeatable field, you can add as many links as needed by clicking the Add Link button.

The link field metabox contains the following fields:

• Type :: This dropdown selection allows you to define the link type being added. The default options are Website and Blog.
• Preferred :: If you have added multiple links, you can select this to define the link as preferred.
• Visibility :: Choose to set the visibility status of each link. The default is Public, but you can choose to set the link as Private or Unlisted.
• Title :: Add the link title text in this field.
• URL :: Add the link address in this text field.
• Target :: This dropdown option allows you to choose whether the link should open in the same browser tab/window or open in a new browser tab/window.
• Follow :: This dropdown option allows you to choose whether or not search engines should follow the link or not when the search engine is indexing your site.
• Assign :: This option allows you to associate a link with the image (photo) or logo added to the entry. If selected, the image (photo) or logo will become a link to the address entered in the URL field.

Dates

The date field metabox allows you to add dates to your entries, and because it is a repeatable field, you can add as many dates as needed by clicking the Add Date button.

The date field metabox contains the following fields:

• Type :: This is a dropdown selection that allows you to define the date type being added. The default options are many popular dates one might associate with an individual, such as Anniversary and Birthday.
• Preferred :: If you have added multiple dates, you can select this to define the date as the preferred date.
• Visibility :: Choose to set the visibility status of each date. The default is Public, but you can set the date as Private or Unlisted.
• Date :: Clicking this field will show a date picker from which you can select the date to add, or you may manually type the date.

Biographical Info

Add relevant biographical or organizational text and images to an entry.

Notes

Add additional text and images to an entry.

Image

Add an image (photo) to the entry.

Logo

Add a logo to the entry.

Categories

You can select as many categories as relevant to the entry being added when adding an entry. Categories can be managed on the Categories admin page.

Custom Metadata Fields

A way to add other pertinent information to your entries. This extra information can be used in conjunction with extra code in templates to modify how an entry is displayed or sorted. Templates and extensions primarily use these; however, you can manually edit that information in this metabox.