Bidding Participant - Add From Address Book - via Quick Search
Updated
Suggested Prior Reading
Bidding Participant Contacts - Overview
Bidding Messaging List - Accessing
Bidding Messaging List - Overview
Add from Address Book via a Quick Search
The Quick Search enables a Bidding Participant to be found quickly via entering search text and/or filter criteria and/or navigating through the list of Contacts.
- From the Bid Messaging List (see Bidding Messaging List - Accessing), click the Add Participants button.
- From the Add Participant drop down list, under the From Address Book section, click Quick Search.
The Select Contacts form appears.
More Information
The following are the functions available to find the Contacts to add to the Bidding Participants list:
- Type text to search for in either the Company Name, Contact Name or Email. See Enter Search Text.
- Apply a Filter to see only Contacts with a certain Type. See Filter by Type.
- Navigate the list (navigate the pages, set the number of rows to display, clear filters). See Quick Search - Navigation.
Once the Contacts are displayed, they can then be selected to add to the list. See Select Contacts.
Next Steps
Bidding - Send Project Message (including invitation to bids)
