Subject directory
A central directory for companies, people and contacts across the portal.
Less retyping, fewer mistakes and one reliable source of details for connected applications.
All important details in one place
Company IDs, VAT IDs, addresses, contacts, bank details and internal notes are stored in one clear directory.
Safe access for clients
Selected records can be connected to the client portal. Clients see only what belongs to them and can also see who else has access to the same record.
Ready for other apps
Details entered once can be used in other portal apps as well. That means less manual copying and fewer mistakes.
A subject entered once can serve the entire portal
The directory keeps company, personal and contact details in one place, so users do not have to search for and retype the same information.
Data without copying, relationships without chaos
Applications can work with the same subject while keeping their own workflow. Client account assignments also determine which related data a client can access.
Need to connect the directory to your own workflow?
Details entered once can be used safely in other parts of the portal according to your company needs.