Directory

What is it?

The company directory: the shared database of collaborating companies, vendors, contact people, and distribution lists reused across all projects.

Companies

Register of collaborating companies: general contractors, subcontractors, and consultants. A shared database available to every project.

Vendors

A catalog of vendors with their tax data, contacts, and status. Each vendor needs a unique vendor code, a trade name, and a status that marks it as active, inactive, or archived. You can also add optional details that make the record more complete: the tax ID, a contact email, and a contact phone.

Contacts

Individual contact people linked to companies or vendors.

Distribution Lists

Reusable email distribution lists used in correspondence and notifications.

How to use it

1. Go to Company Configuration → Directory.
2. Register Companies (contractors, subcontractors, consultants) and their Vendors.
3. Add Contacts and link them to their company or vendor.
4. Create Distribution Lists to address correspondence and notifications to multiple recipients at once.