Documentation Index

Fetch the complete documentation index at: https://help.idibilling.com/llms.txt

Use this file to discover all available pages before exploring further.

IDI version 26.8 is now available.  Click here for details: IDI Updates.

Setup - Prerequisites

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Security Web Module - Permissions

Two permissions in the Security web module are related to this functionality in Customer Care.

  • Allow Log On permission grants view access in Customer Care.

  • Manage Directory Listings permission grants Add/Edit/Delete access in Customer Care.

    Create roles with these permissions and assign to users as needed.

Admin Console - Data Management Setup

There are two Data Management tables in Admin Console that must be set up:

  • In the Directory Listing table enter values to populate these drop-down menus on the Add/Edit Directory Listing and Search pages. Note: You may need to consult your directory listing vendor for requirements on some of these menu options:

    • Designer Listings

    • Listing Activity Indicator

    • Listing Name Placement

    • Listing Text Type

    • Listing Type – This has two default values: Published and Non-published.

    • Placement Override

    • Record Type

    • Style Code

    • TDD Indicator

    • Type of Account

  • In the Catalog Groups table add a group named Directory Listing. When you create directory listing products in Desktop Client Product Catalog you’ll assign them to this catalog group.

Desktop Client – Product Catalog

Create directory listing products in the Desktop Client Product Catalog as needed and assign them to the Directory Listing catalog group. To do this, right-click on the product, choose Catalog Groups from the context menu, then use the Catalog Groups form to add Directory Listing as a catalog group for this product.