Records

Records are Lextree’s shared directory of Organizations and People — the companies and individuals that every module refers to. Enter an organization once, and it can be the owner of an asset, a party to a contract, and a vendor. You never re-enter its details.

Organizations and People

Open Organizations or People from the Records group in the left navigation. Each is a filterable list; click New to add one, or click a row to open it. An organization or person holds core details — name, address, contact information — that any module can reference.

You’ll also see Contacts associated with these records (for example, the people at an organization you deal with).

How records connect to modules

When a module form references an organization or person — the owner of an asset, a party on a contract, a vendor — you pick from this shared directory. You can also create one inline from that form without leaving your work. It joins the directory automatically.

Who can see and edit records

The directory is intentionally open so everyone can find who they need:

• Anyone signed in to your account can view organizations and people.
• Creating or editing a record requires Editor role in at least one module.
• Deleting a record requires an Editor role and is blocked while other records still reference it — so you can’t accidentally orphan a contract or asset.

On Enterprise plans, organizational units (OUs) assigned to an organization control which module records you can see through it. They don’t restrict who can view or edit the directory entry itself.