You can view and edit the NRDS data in two ways: from iParts added to a website or from Desktop. However, the ability to synchronize data for a specific office or member on-demand is only available in a WCM website or your staff site, where you can add the NRDS Sync Buttons and NRDS Sync By ID iParts.
To view and edit NRDS data from an iMIS website
Because iParts, content records, and navigation items are so flexible, there are numerous ways that you can set up your NRDS pages. We recommend the following setup, but you can adjust any of these steps as needed for your organization.
1. Create the NRDS content records.
□ From Content designer > Manage content, create a new Website Content Folder named NRDS.
□ Inside the NRDS folder, create the following four content records:
■ Member Profile
Add three iParts:
□ Contact Name
□ NRDS Sync Buttons
□ Panel Collection Editor
In Configuration, enable the option to Select individual panels and then select the following panels:
□ NRDS Member
□ NRDS Member Designation
□ NRDS Member Demographic
□ NRDS Member Education
□ NRDS Member Financial
□ NRDS Member Supplemental
■ Office Profile
Add three iParts:
□ Contact Name
□ NRDS Sync Buttons
□ Panel Collection Editor
In Configuration, enable the option to Select individual panels and then select the following panels:
□ NRDS Member
□ NRDS Member Designation
■ Sync By ID
Add one iPart: NRDS Sync By Id
■ Sync Log
Add one iPart: Query Menu
In configuration, select the $/NRDS/NrdsLog query. If you want to make changes to this query, we recommend that you make a copy of it and use that instead.
2. Edit the Member Profile and Office Profile content records to create the following connections in both.
□ Create a connection from the NRDS Sync Buttons iPart to the Panel Collection Editor iPart:
■ From the NRDS Sync Buttons iPart’s title-bar menu, select Connect.
■ From the Connect box that opens, select Create new connection.
■ From the Object Consumer dropdown list, select the Panel Collection Editor iPart.
■ Select Connect.
□ Create a connection from the Panel Collection Editor iPart to the NRDS Sync Buttons iPart:
■ From the Panel Collection Editor iPart’s title-bar menu, select Connect.
■ From the Connect box that opens, select Create new connection.
■ From the Object Consumer dropdown list, select the NRDS Sync Buttons iPart.
■ Select Connect.
3. Add the NRDS navigation items.
□ From Site designer > Manage sitemaps, select your website from the dropdown list.
□ Create a new navigation item at the root of your site titled NRDS. From the Access Settings section, choose how you want to restrict access to the NRDS area, so that it never shows up to public users. For example, you can restrict access only to Staff (a Member Type).
□ With the NRDS navigation item selected, create four navigation items linked to the NRDS content records (Member Profile, Office Profile, Sync By ID, and Sync Log). You can also restrict access to these pages from the Access Settings.
□ Move the NRDS Configuration navigation item under the NRDS node.
4. Edit the Member and Office panels, if needed.
□ From NRDS > Member Profile and NRDS > Office Profile, select the tab you want to edit.
□ From the dropdown list, choose Design.
□ In the Design window, you can change the Panel name and edit the fields displayed. For more information about working with panels, see Panels and custom data.
5. From the new NRDS pages, verify that you can view NRDS members and offices. Use On-Behalf-Of to select a contact.
Tip: The member or office data displayed in the NRDS panels is based on the value of the ID URL parameter or the On-Behalf-Of selection.
To view and edit NRDS data from Desktop
1. Open Desktop > Customers > Manage customers.
2. Right-click the Detail tab area (top-right) and select Edit Tab Preferences.
3. From the Other available Detail tabs list, select the eight NRDS tabs.
4. Click the left-arrow icon to move those tabs to the Visible Detail tabs list.
5. Save, and then restart iMIS for the changes to take effect.