Workspace table
Contacts
The Contacts table stores people you communicate with who do not need a login: client points of contact, facility supervisors, vendors, and emergency contacts. Contacts keep external relationships structured without granting product access.
Illustrative example
From contacts to a useful workspace
- 01
Start with a table
Contacts
- 02
Build a workspace
Client contacts
- 03
Focus the view
By client
A suggested way to organize your information. This diagram is not a product screen.
What belongs in this table
- 1Client and facility points of contact for scheduling and escalation.
- 2On site supervisors who confirm attendance or sign off work.
- 3Vendors and partners tied to locations or jobs.
- 4Emergency contacts linked to workers.
Fields to understand
Your account may use different field names and permissions. Use these examples to understand what each field contributes.
- Name and title
- Who the contact is and their role at the client.
- Phone and email
- The channels used for outreach and escalation.
- Company
- Link to the client, parent company, or vendor.
- Locations
- Links to the sites the contact is responsible for.
- Notes
- Context that helps the next operator who reaches out.
Ideas for your team
List
Client contacts
The directory grouped by client or company.
List
Escalation list
Who to call per site when something goes wrong.
List
Site supervisors
On site contacts linked to each location.
Example tabs
- By client
- By location
- All contacts