Work Report Contacts

Work Report Contacts define who's involved when a report goes out — who approves it, and who else should know about it. The same contacts list appears in two places, filtered to whichever record you're on:

• The Customer Card, under a new Work Reports section.
• The Project Card, filtered to that specific project — but only once the project is complete or still open (contacts become read-only once a Project is marked Complete), and only when that project's Project Type has Approval Flow set to Work Report. If you don't see the Work Report Contacts section on a Project Card, check the project's type first — this is the most common reason it's missing.

Fields

Field	Description
No.	Required — the contact's identifier.
Role	Required — Work Report Approver (this contact receives the report and approves or rejects it) or Work Report CC (this contact is copied on report emails but has no approve/reject action of their own). A report needs at least one Approver contact to have anywhere to send to.
Name	The contact's display name.
E-Mail	Where report-related notifications go.
Phone No.	Contact phone number.
Internal Note	Visible only internally — never shown to the customer.

Auto Approve override

The Customer Card also carries its own Auto Approve Offset field, in the same Work Reports section as the contacts list. Set here, it overrides the company-wide default from Work Report Setup → Auto Approve for reports tied to that specific customer — leave it blank to fall back to the company default.