Bid Participants/Contacts List - Search and Filter - Trades
Updated
Suggested Prior Reading
Add Participants from Address Book - Search and Filter
OR
Contacts List - Search and Filter
Apply Filter to Narrow by Trade(s)
This feature can be invoked from the Add Participants from Address Book form or the Contacts List. The examples below show the Add Participants from Address Book form but the search and filter section is the same for the Contacts List.
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:
- Click the Trades 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 on the Contacts List. It is not applicable to the Add Participants from Address Book form. See Approved/Unapproved.
Next Steps
If adding Bidding Participants, click on a Contact to select it. See Select Contacts.
OR
If managing Contacts, see Contacts List - Overview.
