[Steven Zahm]

@ David

re: When adding a new entry there are some sections which won’t be needed (either image or logo, Messenger IDs)

To hide fieldsets use the Screen Options.

re: all entries will be ‘Organisations’

Install the Code Snippets plugin and add a new snippet with the following code.

function cn_default_entry_type( $atts ) {

    $atts['default']['type'] = 'organization';

    return $atts;
}

add_filter( 'cn_metabox_publish_atts', 'cn_default_entry_type', 11 );

Save and Activate the snippet.

re: all details would be ‘work’ rather than home or something else.

Add a new Code Snippet with the following code:

function cn_change_address_types_order( $options ) {

    $options = array ( 'work' => $options['work'] ) + $options;

    return $options;
}

add_filter( 'cn_address_options', 'cn_change_address_types_order' );

function cn_change_phone_types_order( $options ) {

    $options = array ( 'workphone' => $options['workphone'] ) + $options;

    return $options;
}

add_filter( 'cn_phone_options', 'cn_change_phone_types_order' );

function cn_change_email_types_order( $options ) {

    $options = array ( 'work' => $options['work'] ) + $options;

    return $options;
}

add_filter( 'cn_email_options', 'cn_change_email_types_order' );

re: Lastly, I looked at the option to ‘customise’ a template … it just takes me to the WP customisation of the Home Page

Make sure the directory home page is correctly set. Make sure the [connections] shortcode is the only page contents on the page set as the directory home page.

Hope that helps!