Phone Directory — Person Management and Sorting

The Phone Directory allows you to keep all phone numbers you need in the daily operation of the complex in one place: plumbing supplier, elevator technician, lawyer, accountant, florist, doorman, security company, etc. Enter once, then continuously call or share with residents if needed.

Where to open?

From the left menu, Management → Phone Directory. All existing records are listed in the card grid; at the upper right is the New Person button.

1. Add a new person

Press the New Person button. In the window that opens:

Basic information

• Name — the person's full name (e.g., "Ahmet Yılmaz") or company name (e.g., "Çelik Elevator Service").
• Title — optional description (e.g., "Elevator Technician" / "Certified Public Accountant" / "Master Plumber").
• Category — selected from the dropdown list (e.g., "Supplier" / "Service" / "Legal Advisor" / "Emergency"). Adding a new category by typing is possible.

Phone numbers

• Mobile Phone — country flag selector + number. Default is TR (+90); if for a foreign person, click the flag and select their country, the system saves in the correct format with the country code.
• Landline Phone — optional business or office number. Entered the same way with country code.

Email and Description

• Email — optional (if any). Directly clickable.
• Description — notes about the person (e.g., "Closed in the evenings, reachable 09:00-17:00 during the day" / "Has annual maintenance contract").

Visible to residents?

On the record form is a Residents Can See switch:

• If On, residents see this person in their own panels (Site Services → Phone Directory) and can call directly. It is marked for emergency numbers, plumbing service, environmental supplier, and those useful for residents to know.
• If Off, only visible on the management panel (e.g., lawyer, accountant, those carrying confidential financial information).

2. Sorting (drag-drop)

By default, the most recently added appears at the top of the list. You can reorder cards by drag-and-drop for prioritization:

1. Press and hold the drag area at the top of a card.
2. Drag to the desired position.
3. Drop. The new order is automatically saved (no need to press Save).

Place emergency numbers (e.g., fire department authority, elevator 7/24 service) at the top — visible at a glance.

3. Filters and search

Top bar:

• Search — searches for a word in name / title / phone / description.
• Category — shows only those in one category.
• Residents Can See filter — focus on those visible to residents or only management-only.

4. Edit a person

Press Edit from the three-dot menu on the right of a card. The New Person page opens in the same interface, filled with current values. Make changes and press Save.

5. Delete a person

Select Delete from the three-dot menu. Upon confirmation, the record is hidden from the system (kept for audit, does not completely disappear). If accidentally deleted, can be restored later.

6. Direct call on the phone

If you click on the phone number on the card:

• On mobile browser, directly opens the call app.
• On desktop, calls the VoIP or video call app defined in the system (e.g., Skype/Teams).

Clicking on email opens the default email app and starts a new message window.

Practical category suggestions

List seen by the resident

Only records with "Residents Can See = On" fall on the resident panel (Site Services → Phone Directory). The resident sees them as a list and can call with a single click. The resident cannot add or change their own records — they see only the records added by management.

Practical suggestions

• Add at least 10 people in initial setup — when the complex opens, enter all frequently needed numbers and start working.
• Use the description area — practical notes like "Call only in the morning" / "Prefers WhatsApp" also help other managers.
• Review periodically — once a year, check the list and take those no longer working out of category or delete them.
• Open emergency numbers to residents — if the resident can call the service directly instead of calling management when there is a night malfunction, both they and management are more comfortable.

Congratulations!

The Communication and Decision group of management modules (5 articles) + Notification/Template/Support/Directory group (4 articles) is complete. The Site Services group (Periodic Maintenance, Vehicles, Fixed Assets, Meters, etc.) will be covered in the next guide package.