Find companies and people

The Global Directory has separate Companies and People tabs because a company record and a person's membership answer different questions.

Best for: Finding an existing record before creating another · Requires: Global Directory access.

To find a company:

1. Open Global Directory.
2. Select Companies.
3. Search companies by name.
4. Filter by Type when needed.
5. Open the company name to view its profile.

The organization itself is pinned with the other company-style records. The company grid includes Name, Trades, Type, Active Members, and Date Added.

To find a person:

1. Open Global Directory.
2. Select People.
3. Search by name, email, or job title.
4. Open the person's name.

The People grid shows Name, Email, Role, Job Title, Company, and Status. Contact fields still depend on contact-information permission.

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