Trades Filter

Suggested Prior Reading

Bidding Messaging List - Filter - Trades

OR

Add Participants from Address Book - Trades

OR

Project Contacts - Filter - Trades

Trades Filter

The Trades Filter form enables searching and filtering of Trades, and then selecting Trade(s) to filter the list of Contacts (so that only Contacts with those Trades are displayed).

The Trades Filter can be invoked from different places but has the same functionality. The Trades Filter can be a form by itself or part of a bigger filtering form.

It can be invoked from:

To Select Trade(s)
  1. Narrow the list of Trades displayed (if necessary) by searching for a trade or selecting a filter.
    1. Narrow the list of Trades by searching for Trades. See Search for a Trade.
    2. Narrow the list by displaying only those Trades already Selected or Un-Selected. See Selected/Unselected.
  2. Expand or collapse Top Level Trade Groups (if necessary). See Expand/Collapse Trade Groups.
  3. Select Trade(s).
    1. Select (or Un-Select) All the Trades listed. See All Trades.
    2. Select (or Un-Select) Individual Trades, see Individual Trades.
  4. Click the Filter button to apply the Trade Filter so that the list of Contacts displays only those selected Trades.

Next Steps

See Add Participants from Address Book to apply additional search criteria or filters to the list of Contacts, if adding Bidding Participants or if adding Project Contacts.

OR

See Bidding Messaging List - Filter to apply additional search criteria or filters to the list of Contacts, if viewing, selecting or maintaining Bidding Participants.

OR

See Project Contacts - Filter to apply additional search criteria or filters to the list of Contacts, if viewing or maintaining Project Contacts.


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