Bidding Messaging List - Search

QUESTION IN RED BELOW

Suggested Prior Reading

Bidding - Overview

Bidding Participant Contacts - Overview

Bidding Messaging List - Accessing

Bidding Messaging List - Layout

Bidding Messaging List - Search and Filter

Search the Contacts in the Bidding Messaging List

Contacts in the Bidding Messaging list can be searched. Only Contacts that match the search criteria will display in the list.

To search the Contacts List,

  1. Type the criteria to search for in the search field in the Search bar
  2. Click the Search button to start the search

The list of Contacts will be narrowed to show only those that match what is being typed.

The columns that are displayed are searched. (If a column is not displayed on the list, it won't be searched). QUESTION - Can you confirm what fields are searched? For example, I typed in Washington and it found Contacts although the City isn't displayed. It seemed to search Company, Contact, phone, email but not notes or state. Does it search comments and custom fields?

  1. Click the Clear button to remove any search criteria entered. Alternatively, the text can be erased with the backspace or highlighting and deleting and then clicking the search button again.

More Information

For more information on the Bidding Messages List, see:

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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