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Procore

What fields are searched in the Directory tool?

Answer

When you search for matches in Procore's Company or Project level Directory tool, the system lists up to fifty (50) matching records for your search criteria. Included in the scope of the search are the following fields:

Field Name Users Companies Distribution Groups Inactive Users Inactive Companies
Name (First & Last) icon-mindtouch-table-check.png     icon-mindtouch-table-check.png  
Job Title icon-mindtouch-table-check.png     icon-mindtouch-table-check.png  
Email Address icon-mindtouch-table-check.png     icon-mindtouch-table-check.png  
Cell Phone icon-mindtouch-table-check.png     icon-mindtouch-table-check.png  
Company Name icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png
City icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Postcode icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Business Phone icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Entity Type (CRN/AIN) icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png
ERP Vendor ID 1     icon-mindtouch-table-check.png    
Tags/Keywords icon-mindtouch-table-check.png icon-mindtouch-table-check.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Distribution Group Name     icon-mindtouch-table-check.png    
Distribution Group Description     icon-mindtouch-table-check.png    
DBA (i.e., Doing Business As) icon-mindtouch-table-check.png icon-mindtouch-table-check.png      

1 ERP Vendor ID applies only to Procore customers using the Company level ERP Integrations tool when it has been configured to work with an integrated ERP system