Bidding Messaging List - Filter

Suggested Prior Reading

Bidding - Overview

Bidding Participant Contacts - Overview

Bidding Messaging List - Accessing

Bidding Messaging List - Layout

Bidding Messaging List - Search and Filter

Filter the Contacts in the Bidding Messaging List

Contacts in the Bidding Messaging list can be filtered to show only Contacts meeting certain criteria.

To Filter the Contacts List:

  1. From the Bid Messaging List, click the Filter button. The Filter Participants form appears. There are three sections on this form to enter different filtering criteria. See:
    Bidding Messaging List - Filter - Status
    Bidding Messaging List - Filter - Misc
    Bidding Messaging List - Filter - Trades

If multiple filters are applied they are an AND condition between sections. See the above for more information on multiple selections within a section.

  1. Click on the options to filter by.
  2. Click the Filter button

The Bid Messaging List displays those items that match the Filter (applying AND between multiple selections):

More Information

See Bidding Messaging List – View for changing the way the list displays.

See Bidding Messages List – Groups for how to navigate the list depending on the view set.

Next Steps

Bidding - Add Participant

Bidding - Select Participants

Bidding - Send Project Message (including invitation to bids)

Bidding - Managing


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