Bidding - Select Participants - Manually Select and Unselect

Updated 1 week ago by Customer Service

Suggested Prior Reading

Bidding - Overview

Bidding Participant Contacts - Overview

Bidding Messaging List - Accessing

Bidding Messaging List - Overview

Bidding - Add Participant

Bidding - Select Participants

Bidding - Select Participants - via Search, Filter, Sorting

Overview

When bid participants are added, they are automatically selected to have a message sent to.

However, selections are also manually set depending on the circumstances and to manage the overall Bidding process.

Before making selections, the list of Bidding Participants in the Messaging list can be searched, filtered or sorted to narrow the list to display only the information specific to the circumstance.

Then individual or batches of Bidding Participants can be selected (or un-selected)

The Messaging list doesn't have to be searched, filtered or sorted to select or unselect contacts. It just makes the process simpler especially if the Bidding Participants list is long. See Bidding - Select Participants - via Search, Filter, Sorting.

The following outlines:

Manual selection (or un-selection) an Individual Contact
Manual selection (or un-selection) of Companies (and all their Contacts)
Manual selection (or un-selection) of all Bidding Participants currently displayed in the Messaging list

Note* For manual selection (or un-selection) of all Bidding Participants currently displayed in the Messaging list, this applies only to what is displayed. For example, if there is a search or filter applied, only those displayed will be selected (any Bidding Participants not displayed - will not be selected).

Select (or unselect) an Individual Contact

To individually select a Contact, expand or collapse out the display as required to see the individual Contact. See Bidding Messages List – Navigation
Click on the check mark on the left hand side of the contact row - if its checked, clicking it will uncheck it or if its not checked, clicking it will check it
Repeat as required to select as many Contacts as required.

Select (or unselect) Companies (and all their Contacts)

Instead of selecting individual contacts, Companies can be selected (or unselected) and all the individual Contacts for the Company will be updated accordingly.

Click on the check mark on the left hand side of the Company - if its checked, clicking it will uncheck it or if its not checked, clicking it will check it
Repeat as required to select as many Companies as required.

Select (or unselect) All in the List

Instead of selecting individual contacts, or selecting companies, all Contacts in the list can be automatically selected (or unselected):

Click on the check mark on the left hand side of the top header row - if its checked, clicking it will uncheck it or if its not checked, clicking it will check it

All the individuals will either be selected or deselected: