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Directory

1. What It Is​

Directory in SynergyOS is a centralized app for managing contacts, companies, and users. In this app, contacts and companies function as tags to link related emails, notes, and documents, while users represent the team members invited to collaborate.

2. Why It Matters​

  • Centralized Management: Consolidate all contact, company, and user information in one place.
  • Enhanced Linking: Tag emails and notes to contacts and companies for quick reference.
  • Secure Collaboration: Rely on the same robust permission system as other SynergyOS apps to control access.

3. How to Use It​

  • Manage Contacts:

    • Add or update individual contact details.
    • Use contacts as tags to organize and retrieve related communications.

  • Organize Companies:

    • Create and maintain profiles with key company details.
    • Tag emails, notes, and documents to each company for contextual organization. Or even easier, tag the folder that contains those items.

  • Handle Guest Users:

    • Manage the list of guest users invited to work within SynergyOS.

  • Linking Content:

    • Use contacts and companies as tags to seamlessly connect related items.

4. FAQ​

Can I tag emails and notes to contacts and companies?
Yes, contacts and companies act as tags, enabling you to link and retrieve related content easily.

How is access controlled in the Directory?
Only internal users have access to the Directory app.

What distinguishes contacts from companies in the Directory?
While both serve as tagging mechanisms, contacts represent individuals and companies represent organizational entities.