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Procore

Which fields in the Directory tool can be configured as required, optional, or hidden?

Background

Certain fields in the Directory tool can be configured as required, optional, or hidden. For example, if you want to make a street address required, or hide a field that is not relevant to you and your team, you can configure these preferences in the Company's Admin tool and apply them to existing and future projects. See Create New Configurable Fieldsets.

Answer

The tables below detail which fields can be configured for the Directory tool:

Note:

  • A GREEN checkmark () indicates the field can be configured to this setting. 
  • A RED 'x' () indicates the field cannot be configured to this setting. 
  • A field name in GRAY italics indicates the field cannot be configured from its default setting.

Person

Field Name Required Optional Hidden
Active
Address
Attachments
Business Fax
Business Phone
Cell Phone
City
Company
Country/State
Email
First Name
Initials
Is Employee Of
Job Title
Last Name
Send This User Messages
Tags/Keywords
ZIP

Company

Field Name Required Optional Hidden
Abbreviated  Name
Address
Attachments
Business Phone
City
Contact Signer
Country/State
DBA
Email Address
Entity Type
Fax
Invoice Contacts
Labor Union
License Number
Name
Primary Contact
Tags/Keywords
Website
ZIP

See Also