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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 (icon-green-checkmark.png) indicates the field can be configured to this setting. 
  • A RED 'x' (icon-x-red.png) 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 icon-x-red.png icon-x-red.png icon-x-red.png
Address icon-green-checkmark.png icon-green-checkmark.png icon-x-red.png
Attachments icon-x-red.png icon-green-checkmark.png icon-green-checkmark.png
Business Fax icon-green-checkmark.png icon-green-checkmark.png icon-x-red.png
Business Phone icon-green-checkmark.png icon-green-checkmark.png icon-x-red.png
Cell Phone icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
City icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Company icon-green-checkmark.png icon-green-checkmark.png icon-x-red.png
Country/State icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Email icon-x-red.png icon-x-red.png icon-x-red.png
First Name icon-green-checkmark.png icon-green-checkmark.png icon-x-red.png
Initials icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Is Employee Of icon-x-red.png icon-green-checkmark.png icon-green-checkmark.png
Job Title icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Last Name icon-x-red.png icon-x-red.png icon-x-red.png
Send This User Messages icon-x-red.png icon-green-checkmark.png icon-green-checkmark.png
Tags/Keywords icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
ZIP icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png

Company

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

See Also