Add Participants from Address Book - Trades
Updated
QUESTION TO BART - Feb 3, 2025
Suggested Prior Reading
Add Participants from Address Book
Apply Filter to Narrow by Trade(s)
There is an option to filter the list of Contacts by Trade(s).
Note* If any other filters are applied at the same time or a search for text is done, then that criteria is combined with the Trades filter with an AND logic (i.e. all filters or search entered must match for a Contact to be displayed).
To narrow the list to display only certain Trades:
- On the Add Participants from Address Book form, click on the Trades blue button. The label on the button will display "All Trades" if a filter has not been set
or if a filter has been set will display the number of Trades selected 
. By default, All Trades are selected.
The Filter Trades form appears.
- Select the Trades. See Trades Filter.
More Information
To apply more criteria to narrow the list:
- Type text to search for. See Search Text.
- Select a Work Area or Office Location and search for all Contacts within a certain distance. See Location.
- Set a Filter on Contact Type, Contact Status or by Primary Contact. See Type, Status, Misc.
- Set a Filter for Approved or Unapproved - Note* this only shows when adding Project Contacts, not Bidding Participants. QUESTION - Where is this set. I didn't see it on the contacts form.
Next Steps
- Click on a Contact to select it. See Select Contacts.
