The Consultants Directory allows you to store all of your Consultants' contact information in one central space. This way, you can easily find your individual Consultants or Consulting Companies as you're working within Monograph. Consultants can be manually added in or imported from Quickbooks Online.

You can easily begin to collaborate with consultants directly from the Consultants page by clicking Connect. This will give you the option to automatically invite them to all current and future assigned projects or to only specific projects that they are currently assigned.

When a consultant is assigned to a project, they will automatically gain access to phase timelines, assigned deliverables, and the ability to upload bills for that project.

🎓 Learn more about inviting consultants to collaborate.

To add a Consulting Company, navigate Contacts > Consultants and click the Add Company button in the upper right corner. Once here, you'll be prompted to enter the Company's contact information.

Additionally, you'll have the option to allow collaboration access to projects that the consultant is assigned to, as well as the option to send the consultant to QuickBooks Online. Enabling collaboration access will automatically invite the consultant to any projects that they are added to in the future.

Click Create to add the consultant company to your directory.

Note: the Contact's name that is initially associated with the Company does not have to be the main contact, as additional contacts can be added later on.

Once the Company has been created, it will appear within the Consultants tab under "Companies". From here, you'll have the option to add additional information by clicking on the Company Name to open their details.

Opening the Company's details will present additional information that can be added, such as their Address, Second Address, Website, and any important Notes.

From here, additional Contacts can be added for the Company by clicking on Add Contact under the Contacts section of the Company's details.

Once the new Consultant's details have been added, click Create to save.

The new Consultant will now appear within the Contacts section with the other Consultants associated with this Company.

🟢 Quickbooks Online Tip: If Consultants have been previously added in Monograph and Quickbooks Online is connected, you can select 'More' in the top right and then opt to send this consultant to Quickbooks Online.

Once sent to Quickbooks Online, the Quickbooks logo will now appear next to the Consultant's name.
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While individual Consultants can be added from a Company's contact page, they can also be created directly from the Consultants tab.

To add a Contact without going into the Company, click on "Contacts" on the Consultants tab and then click Add Contact in the upper right corner. From here, enter the Consultant's information before clicking Create.

It's important to note that the Company Name selection is required when adding a Contact from this page. If the company hasn't been added, selecting "+ Add Company" in the Company Name dropdown will switch over to the Company view, where you can first add the Company's information.

🚨 The Company view and Contacts view cannot be filled out at the same time. Switching between views will erase any information that has already been entered for either the Company or the Contact.

Once the Contact has been added, you'll be taken back to the Consultants page. From here, clicking on a Contact's name will open their Contact Details, where their Title can be added. Click Save once the information is updated.

Now that the Consultant and the Contacts have been added in, they can be mapped to each project in the Consultant Fees area of the Project Budget page - learn more here.

🟢 Quickbooks Online Tip: Quickbooks Online only allows one contact per consultant (called vendor in Quickbooks Online). Monograph allows multiple contacts per consultant, so in Monograph the contact that exists in Quickbooks Online is designated with a star and called Primary.

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Any projects that the consultant has been invited to will be included in the Projects page located in the sub-menu. In this section, you can invite consultants to collaborate and see consultants that have already been invited.

To edit a Company or Contact's information, navigate to either the Company view or Contact view within the Consultants Directory. Once here, click on the appropriate Company or Contact that should be edited to open their details.

To deactivate a Company or Contact, navigate to either the Company view or Contact view within the Consultants Directory.

Once here, click on the appropriate Company or Contact that should be deactivated to open their details. Then, click on More and finally Deactivate to deactivate the Company or Contact.

Any deactivated Contacts or Companies will appear as Inactive in the Consultants directory. If a Company is deactivated, any associated Contacts will also be deactivated and appear as Inactive.

If you end up working with this Company or Contact again in the future, they can be reactivated by going back into their details and clicking on More, and then Reactivate.

To delete a Company or Contact, they must first be deactivated. Navigate to either the Company view or Contact view within the Consultants Directory, and then click on the appropriate Company or Contact that should be deleted to open their details.

From here, click on More and then Delete to delete the Company or Contact.

🚨 Once a Company or Contact has been deleted, their data will be fully removed and cannot be restored.

Consultant information can sync between Monograph. Upon the initial connection to Monograph navigate to Contacts > Consultants. Now that the Quickbooks Online connection has been made, there is an option in the top right 'Import from Quickbooks'.
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For more information on syncing Consultants between Monograph and QuickBooks Online, click here.

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