Global Contact List (Directory) | Tablet

Purpose

The Directy (Global Contact List\) enables users to effortlessly find and retrieve contact information required for project-related communications and collaboration. 

Consideration

1. Global Contact List is only available to internal users
   
2. Only Administrators can de-activate companies
   

Steps

How to Access and Navigate the Directory

Navigate to Contacts.

Directory Tab

1. Search by Company name, alternatively you can filter by Company Category, Trade or Security Groups (Also active or inactive as previous tabs)

2. Listing of the companies 

3. Users belonging to selected Company

Create a New Contact | Company

Click on New Company

Thanks to our google integration, it's as simple as searching for the company you wish to add.

Select what type of Company Category they fall into, assign the Trades associated with the company.

Once you are satisfied with the information you have entered, click on Save

Add User to Company

Select + New Contact

Enter the email address and in the search bar you can search for the newly added company

Click on next and fill out the further details, please note that from here you can also assign them to a project

Once you click Save

You will see the user has been added to the company.

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