Add Participants from Address Book - Search and Filter
Updated
Suggested Prior Reading
Add Participants from Address Book
Search and Filter Options
There are multiple ways to search for Contacts and to filter the list of Contacts to narrow the list.
Search Options:
- Type text to search for. All the visible text type columns are searched. See Search Text.
- Select a Work Area or Office Location and search for all Contacts within a certain distance. See Location.
Filter Options:
Filter the list to display only Contacts with certain information:
- Contact Type, Contact Status or by Primary Contact. See Type, Status, Misc.
- Approved or Unapproved - Note* this only shows when adding Project Contacts, not Bidding Participants.
- Trade(s). See Trades.
If Search Text and/or Filter Options are entered and more than one is entered, it is treated as AND logic.
The list can also be navigated.
More Information
To set the View on how to display the Contacts before or after doing searching or filter, See Add Participants from Address Book - View.
Use the Page Navigation buttons to view more Contacts.
Next Steps
Once the Contacts are displayed, they can then be selected to add to the list. See Add Participants from Address Book - Select Contacts.
