Bidding Messaging List - Filter - Misc
QUESTION IN RED BELOW
Suggested Prior Reading
Bidding Messaging List - Accessing
Bidding Messaging List - Layout
Bidding Messaging List - Search and Filter
Bidding Messaging List - Filter
Filter Participants - Misc
The Miscellaneous section of Filter Participants has the following options. Some are checkboxes and some are drop down lists, where one or in some cases more than one option can be checked.
For checkbox filter options, see Bidding Messaging List - Filter - Checkboxes for more information on selecting and unselecting them.
For dropdown filter options, see Bidding Messaging List - Filter - Dropdowns for more information on selecting and unselecting them.
Has Print Order | Display only those Contacts that have ordered prints. This is a checkbox filter option. Click on this to toggle it on/off. |
Has Downloaded | Display only those Contacts that have downloaded prints. This is a checkbox filter option. Click on this to toggle it on/off. |
Has Visited | Display only those Contacts that have visited Jobplanner and viewed the project. This is a checkbox filter option. Click on this to toggle it on/off. |
Is Selected | Display only those Contacts that have been selected to have a message sent to (this is a way to view all the selected Bid Participants and verify them before sending the message). This is a checkbox filter option. Click on this to toggle it on/off. |
Public and Private Contacts | QUESTION - WHERE IS THE PUBLIC OR PRIVATE CONTACTS SETTING - SET? ON What form? This is a One Option Drop Down. Click on the drop down and make the selection. |
Public and Private Sector | Each Company can be set as either private sector or public sector (or neither i.e. this is left blank). See View or Edit an Existing Contact for more information. To filter the Messaging list to show only private sector contacts or only public sector contacts; click in the drop down and select the filter to apply. This is a One Option Drop Down. Click on the drop down and make the selection. |
All Labor Statuses | Each Contact can have one or more Labor Statuses set (or they can have no Labor Status set i.e. this is left blank). See View or Edit an Existing Contact for more information. This is a Multiple Selection Option Drop Down. To filter the Messaging list to show only certain labor status: click in the drop down and click on all labor statuses to apply. Click anywhere outside of the drop down to exit the drop down list. |
All Certifications | Each Contact can have one or more Certifications set. See View or Edit an Existing Contact for more information. To filter the Messaging list to show Contacts only certain Certifications:
The selected items will show as the drop down title. Note* If a Certification is selected, Contacts with no certifications set, won't appear. |
See Also
Bidding Messaging List - Filter - Status
Bidding Messaging List - Filter - Trades
More Information
See Bidding Messaging List – View Options for changing the way the list displays.
See Bidding Messages List – Groups for how to navigate the list depending on the view set.
Next Steps
Bidding - Send Project Message (including invitation to bids)