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Directory Listing

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Directory Listing information is maintained by assigning a directory listing product to the customer or service. This information is searchable within the IDI platform and can be exported.

Directory Listing functionality has the following prerequisites.

  • The permission, Application \ CostGuard Client \ Customer Management \ Customers \ Directory Listing, must be enabled.

  • The Directory Listing table must be populated in Admin Console > Data Management.

  • A Catalog Group named Directory Listing must be added to the Catalog Groups table in Admin Console > Data Management. (See Catalog Groups.)

  • A product using the Directory Listing catalog group must be created in the Product Catalog.

    Once the prerequisites have been completed, you can assign a directory listing product to a service or a customer.

    See:

    Viewing a Customer's Directory Listings

    Directory Listing Search

    Entering a Customer's Directory Listing Information