Directory

What it is#

Directory opens from the rail as a docked side panel. CORE keeps a separate record for every role a person plays: a contact on a client, an employee, a vendor. When the same person is two of those, their phone and address drift apart. Directory keeps one record per person and treats the roles as flags on it, each linked to the CORE record behind it.

The book builds itself from CORE the first time it opens and reconciles on Refresh: client contacts, the person named on a client record that has no contacts of its own, active employees, and vendors. A match is made by the CORE link first, then by email, then by name plus company, never by name alone.

The four tabs#

The tabs are filters over the same book, so a person who is a client and a vendor appears under both and is still one record.

• Clients groups people under their client firm. A firm with no contact yet shows as a row of its own, so it can still be opened and given one.
• Employees is the active staff, from CORE's employee records.
• Vendors splits the way CORE types them: Consultants (outside consultants), Contract staff (contract employees) and Vendors (true vendors).
• Contacts is everyone, including people with no CORE record at all: the plan checker, the building official, the printer's rep.

Every row carries the person's roles on their own line under the name, and a flag when money is involved (an open balance, an unpaid bill). Search filters the tab you are on; recent people sit at the top.

The contact card#

Click a name and the card opens beside the panel, with the page dimmed behind it; clicking the same name again closes it. The top of the card is how to reach them — phone, email, address — because that is what almost every visit is for. Everything else is a closed section you open when you need it.

What is CORE's, and what is COREboards'

CORE owns the person. Their name, company, title, phone, email and address are read from the CORE records behind them, and a reconcile brings CORE's version back: change a name in CORE and it shows here. COREboards does not keep a second copy anyone edits — the columns behind the list are a mirror, kept only so a list of 1,500 people opens quickly.

COREboards owns the joining-up. The fact that one person is a client contact, an employee and a vendor at once is ours, and so is the note on their card. Those live here and are never written to CORE.

What happens when you save

• Editing the phone, email or address at the top writes them to every CORE record behind that person, so one change reaches all of them. The message afterwards names the records CORE took, and names any that refused.
• Opening a record section — the employee record, the vendor record — and saving writes straight to CORE, to that record only. Those are the record's own fields: how someone is employed, billed and paid.
• The note and the role checkboxes stay in COREboards.
• A blank of yours never erases a value CORE holds.

Edit, merge, delete

• Anyone in the firm can edit a card. A person with no CORE record behind them is COREboards' own, so their name and company are edited here too.
• Merge folds a duplicate into the record you keep: blanks fill from the other, roles and CORE links combine, notes join, and the duplicate disappears from the book.
• Only a firm admin can delete a contact, and deleting here never touches CORE.

Adding a person#

+ New opens a short form in the panel: first and last name, company, title, phone, email, and checkboxes for client, employee and vendor (with the vendor kind when that box is ticked). The tab you are on pre-ticks its role. The new record lives in COREboards only, since there is no CORE record behind it yet.

Who sees it#

Directory is on the rail for every signed-in role. Money flags follow the viewer's financial visibility: a role that cannot see financials sees the people without the balances.