How can I batch update directory preferences for the Faculty & Staff Directory?

As of July 12, 2021, this "Learn Veracross" site has been deprecated.  It will remain live at least through December 23, 2021, but will no longer be updated. Q&A articles are only visible to authenticated users in the Veracross Community; please speak with your implementation or account manager for additional information.

To batch update directory preferences for the Faculty and Staff directory, perform the following steps:

  1. Because directory preferences live on their household records, navigate to the 'Find Household Directory Preference' query in the first column on the System homepage.
  2. Pull the 'Role' field into your query design and filter by is one of: 'faculty' and 'staff'.
  3. Run the query.
  4. Click on the Action menu and select Batch Update Records and update the directory preferences you'd like.