Bidding Messaging List - Layout

Suggested Prior Reading

Bidding - Overview

Bidding Participant Contacts - Overview

Bidding Messaging List - Accessing

Bidding Messaging List - Overview

Bidding Messaging List - Layout

Participants Summary and Settings

The first row on the Messaging List gives a summary of how many Participants there are on the list. This is the number of individual participants (i.e. contacts). For example, there may be one Company with two contacts, so that would be 2 in Total. It also shows the number of individual contacts selected (to have messages sent to) and the number Unsent.

To the Right of the summary information is the Settings button. This is where default views and other display settings can be changed.

Search, View and Filter Bar

The row below is where the list of Participants can be searched or filtered on. See Bidding Messaging List - Search and Filter

It also displays the current view that is set and is where the view can be changed. See Bidding Messaging List – View.

New Message, Add Participants and Other Action Buttons

Below that are the buttons to

  • Create a new message and send it to Participants
  • Add Participants
  • Do Other Actions such as export information
  • Toggle the setting on whether or not to include those participants that previously declined.
Bidding Messaging Participants List

The Contacts added as Bidding Participants are listed below the buttons. How the Participants are displayed and what participants are displayed can be set in various ways.

Page Navigation buttons display at the top and bottom of the Bidding Messaging Participants List. See Bidding Messaging List – Navigation for more information.

More Information

For more information on the Bidding Messages List, see:

Bidding Messaging List – Navigation

Bidding Messaging List - Search and Filter

Bidding Messaging List – View

Bidding Messaging List – Groups

Bidding Messaging List – Groups - Expanding and Collapsing

Next Steps

Bidding - Add Participant

Bidding - Select Participants

Bidding - Send Project Message (including invitation to bids)

Bidding - Managing


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