Companies and people
A Directory record for a company or person you work with, such as a contractor or architect, with their contact details and notes.
- 1Contact
- 2Notes
Beyond clients and vendors, projects involve other companies and people: general contractors, architects, consultants and sales representatives. Directory records hold their contact details once, so you can assign them to projects as project stakeholders without retyping them.
What you see here
A company or person record shows:
- The name, and for a person their title.
- Contact: email, phone and, for a company, the website. Choose one to email, call or open it. When nothing is recorded you see No contact details recorded.
- Notes: anything your team wrote about them, or No notes recorded.
A record that has been archived is labelled Archived Directory record.
How it works
On a project's overview, Project stakeholders assigns a Directory company or person to the project with a role such as General contractor, Architect, Consultant or Sales representative. The record stays the same across every project it is assigned to.