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The Company Directory is the global roster of every company and contact your organization works with. It is shared across all projects so a vendor or client added once can be reused everywhere.

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Open the Directory

  1. Open Directory from the main sidebar (not project-scoped).
  2. Use the tabs to switch between record types:
    • Companies — every business entity.
    • Clients — owners and customers.
    • Contacts — individual people across companies.
    • Vendors — subcontractors, suppliers, and service providers.
    • Prospects — companies in pursuit but not yet under contract.
    • Distribution Groups — saved groups for bulk distribution.
    • Employees — your own company’s people.

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Add a Company

  1. Open the Companies tab.
  2. Select Add Company.
  3. Enter name, address, phone, website, and primary contact.
  4. Tag the company as Client, Vendor, Prospect, or any combination.
  5. Save the record.

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Add a Contact

  1. Open the Contacts tab.
  2. Select Add Contact.
  3. Enter name, email, phone, title, and company affiliation.
  4. Save the record.

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Distribution Groups

Distribution groups make it easy to send the same email or transmittal to a recurring set of contacts.
  1. Open Distribution Groups.
  2. Select Create Group and name it (for example: “Owner Team”, “All Subcontractors”).
  3. Add contacts.
  4. Use the group when composing emails or transmittals.

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Use Across Projects

Once a company or contact exists in the directory, it can be added to any project’s directory without re-entering details.