Add Participants from Address Book - Search Text
Updated
Suggested Prior Reading
Add Participants from Address Book
Enter Text to Search For
- On the Add Participants from Address Book form, click in the Search box and type in the text to search for. Any of the columns that are text based are searched (even if the columns don't display). Columns that are calculated or generated won't be searched.
- Click the Search button to invoke the Search. The Contacts that match the search criteria are displayed. In this case the search criteria was found in the company name and contact names.
- To enter text Distance information to search for in addition to entering Search text, enter the Distance information and then click the Search button. See Add Participants from Address Book - Distance. If both are entered, AND logic is applied.
- Click the Clear button to clear any search or filters applied.
More Information
To apply more criteria to narrow the list:
- 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 when adding Project Contacts, not Bidding Participants.
- Set a Filter on Trade(s). See Trades.
Next Steps
- Click on a Contact to select it. See Select Contacts.
