> ## Documentation Index > Fetch the complete documentation index at: https://docs.go.aiinsurance.io/llms.txt > Use this file to discover all available pages before exploring further. # Directory & contacts > People and organizations in one place — and how they attach to your records as contacts. The **Directory** is where AI Insurance keeps the people and organizations connected to your work: brokers, attorneys, claimants, adjusters, law firms, brokerages, vendors. Open it from the **Directory** entry in the sidebar. Directory records exist once and get reused everywhere. When you add a **contact** to a [submission](/app/features/submissions), [exposure](/app/features/exposures), or [event](/app/features/events), you're linking a person from the Directory — the same person can be a contact on many records, and updating their details once updates them everywhere. Access to the Directory follows your **permissions**: if your role can't view directory records, the Directory entry doesn't appear in the sidebar, and the create and delete actions described below only show for roles allowed to perform them. ## People and organizations The Directory holds two kinds of record, shown as two tabs — **People** and **Organizations**: * A [**person**](/entities/person) is an individual — a broker, an attorney, a claimant, any named contact. * An [**organization**](/entities/organization) is a company or firm — a brokerage, a law firm, a vendor — that people can belong to. A person may be linked to at most one organization (a broker to their brokerage, an attorney to their firm). ### Types Both people and organizations carry a **type** (for example *Attorney*, *Broker*, *Law Firm*, *Brokerage*). The list of types — and the extra fields each type brings with it — is **configured per company**, so what you see depends on how your company is set up. Every record has a baseline set of fields (name, email, phone, …); the type then adds type-specific fields on top — an *attorney* surfaces attorney details, a *law firm* surfaces law-firm details. ## The list pages Each Directory tab is a list page with the standard table tools: The Directory page showing People and Organizations tabs, a table of people with Name, Organization, Type, Email, and Phone columns, an Add Filters button, an Edit Columns button, and a Create Person split button with its type menu open. * **Columns** — People default to *Name, Organization, Type, Email, Phone*; Organizations default to *Name, Type, Email, Phone, Address*. Use **Edit Columns** to add, remove, and reorder columns (including any other configured fields and the system columns *Created*, *Last Updated*, and *Created By*). Drag column edges to resize, drag headers to reorder, and click a sortable header to sort. * **Filters** — **Add Filters** opens the filter picker; active filters show as pills you can edit or remove. See [Exports & saved views](/app/features/exports-saved-views) for how filtering works across list pages. * **Links** — on the People tab, a person's organization is a link straight to that organization's record. * **Pagination** — pick 25, 50, 100, or 200 rows per page at the bottom of the table. ## Creating a directory record At the top right of the list, the create button is labeled **Create Person** or **Create Organization** to match the tab you're on. If your company has types configured, the button opens a menu of them — pick the type and you land on the create page with that type already filled in and locked. The Create Person page with the chosen type locked, fields for name, organization, email, and phone, and Cancel and Create buttons at the top right. Fill in the fields — which fields appear, and which are required, depends on your company's configuration and the chosen type. The **Create** button stays disabled until every required field is filled. **Cancel** returns you to the list; **Create** saves the record and takes you to its detail page. ## The record detail page Opening a directory record shows its detail page, with the record's name in the header and two tabs: A person's detail page showing the name in the header, Details and Notes tabs, cards of fields including type-specific details, and an Actions menu at the top right. * **Details** — the record's fields, laid out in cards. Edit a card, change what you need, and save — or cancel to discard. Because a contact is just a link to this record, edits here show up everywhere the person or organization is used. Renaming works the same way: edit the **name** field and save. * **Notes** — free-form notes on the record, shown if your role can read notes. Works exactly like the Notes tab on other entities — see [Files & notes](/app/features/files-notes#the-notes-tab). The **Actions** menu at the top right holds **Delete** (shown only if your role can delete directory records). Deleting asks for confirmation — *"Are you sure you want to delete «name»? This action cannot be undone."* — and permanently removes the record. Deleting a directory record is permanent — there is no undo. ## The Contacts tab on other records **Submissions, exposures, and events** each have a **Contacts** tab listing the people linked to that record. It's a table of people — *Name, Type, Email, Phone, Organization* by default, with its own **Edit Columns** button — where the name links to the person's Directory record and the organization links to the organization's record. The Contacts tab on a claim showing a table of linked people with Name, Type, Email, Phone, and Organization columns, Edit Columns and Add Contact buttons, and per-row edit and remove icons. ### Adding contacts Select **Add Contact** to open the **Add Contacts** dialog: Start typing in the **Contacts** field to search your existing people. You can select several at once — each selection is added as a chip. If the person isn't in the Directory yet, choose **Create Contact** in the search results. A create form opens with the name you typed pre-filled; the new person is saved to the Directory and added to your selection. Select **Add Contacts** to link everyone you picked to the record. The Add Contacts dialog with the prompt to search for existing contacts or create a new one, a multi-select Contacts field with a person selected as a chip, a Create Contact option in the results, and Add Contacts and Cancel buttons. People already linked to the record don't appear in the search results, so you can't add the same contact twice. ### Editing a contact The **Edit contact** icon on a row opens the person's details in a panel so you can update them without leaving the page. You're editing the **Directory record itself** — the changes apply everywhere that person appears, not just on this record. ### Removing a contact The **Remove contact** icon asks for confirmation: *"Remove «name» from this record? This unlinks the contact but does not delete the person from the Directory."* Removing a contact only breaks the link — the person stays in the Directory and remains a contact anywhere else they're linked. Use **Remove contact** freely — it never deletes data. To actually delete a person or organization, do it from their Directory detail page.