Create A Member List

Your club uses SuiteDash to manage operations. Now you’d like to create a simple, secure Member Directory where members can view contact information for other members—like name, phone number, email addresses or other information stored in profiles. Since it’s not possible to display a list of Clients to other Clients, it becomes necessary to use the API to extract this data and write it to a page.

Keep reading to see how it’s done.

Step 1: Organize Your Members Using Circles

Use Circles to identify and group your members.
Example: Create a Circle called Club Members.

1. Go to CRM > Circles.
2. Create a new Circle.
3. Add all relevant Contacts to this Circle. – Anyone who needs to be on this directory listing will need to be in the Club Members circle.

Step 2: Use Custom Fields for Member Info

Do you have specific data that’s relevant to your club that should be on the directory? Make sure member-specific information is stored using Custom Fields. You could have a Custom Field for “Availability” as an example.

Other examples include:

• Preferred contact method
• Role in Club
• Area of Interest

Step 3: Display the Directory

You can’t directly list all contacts on a Portal Page using built-in tools, so this step requires external integration.

Here’s how to make it happen:

• Use SuiteDash’s API to pull a list of contacts in the Club Members Circle.
  • This will require you to pull a list of every client, and sort by Circle after the data is pulled.
• Your API program (or similar automation tool) should then search for each member’s:
  • Full Name
  • Email
  • Phone Number
  • Any Custom Fields you want to show
• Output this data as HTML in a structured table or card layout.

You would then:

1. Host that HTML securely.
   • You could, for example, put the published HTML page on CDN such as bunny.net and enable features that would prevent the page from loading outside of your portal.
2. Ensure it’s refreshed regularly. If you use an API platform that allows scheduling of tasks you might consider updating the list daily, or weekly, depending on your needs.

Step 4: Create a Secure Page

Set up a Portal Page inside SuiteDash and limit its access to only those in the Club Members Circle.

1. Go to Content > Portal Pages.
2. Create a new page (e.g., “Member Directory”).
3. Under Access Settings, choose “Limit access to specific Circles” and select Club Members.
4. Use the iframe block to link to the external HTML. Don’t forget to enable security options at your hosting provider.