Contacts and Companies

Contacts and companies provide relationship context for operational work.

Primary uses

• identify external stakeholders
• maintain organizational context for ongoing projects
• improve retrieval across communications and records

Data quality rules

• one canonical record per entity
• consistent naming conventions
• retire duplicates quickly

Why this matters

Relationship records become high-value only when they are maintained as shared system data, not personal annotations.

Operational note

Ownership for directory hygiene should be explicit (admin or delegated managers).