Contacts
A directory of teammates and external contacts, with privacy controls.
The Contact List (Employees section) is your organization's directory. It includes both team members (automatically) and external contacts you add — vendors, contractors, partners, inspectors, emergency contacts.
Browsing
Search by name, company, email, or notes, and filter by relationship, location, or position. Team members and external contacts are labeled by type.
Adding external contacts
Admins can add people who don't need a TeamCrest account:
- Click Add Contact.
- Enter their name, and optionally company, email, phone, location, and position (e.g., "Vendor", "Technician").
- Pick the relationship: Vendor, Contractor, Partner, Inspector, Emergency Contact, Volunteer, or Other.
- Use Notes for the useful details — what they help with, availability, account numbers, escalation notes.
- Save Contact.
Visibility settings
Admins control who sees sensitive details via Visibility:
- Email visibility and Phone visibility — show to everyone in the workspace or admins and owners only.
- When visible to members — choose whether members see the whole directory or team members only.
This lets you keep a full vendor directory for managers while showing staff only what they need.