Table of contents
No headersThe Select Contacts pop-up allows you to enter search criteria to locate a specific contact. The availability of the buttons is based on your Company Information permissions. If your permissions to Contact Information are greater, those permissions govern.
The following table contains the Selecting Contacts field descriptions.
| Field | Description |
|---|
City | The city where the contact who matches the criteria are located. |
Contact | The name of the contact who matches the criteria. |
Company | The company name of the contact who matches the criteria. |
Div. | Lists the division to which the contact's company is assigned, if applicable. |
Division | Enables you to select a division as part of your search criteria. - This criterion is available only if the client has at least one division defined and the contact is assigned to All divisions.
|
Include Contacts for Companies not Assigned To a Division | Includes contacts for companies that are not assigned to a division. - This option is available only if no specific division is selected.
- This criterion is available only if the client has at least one division defined and the contact is assigned to “All” divisions.
|
Include Only | Project Team Members: Search for contacts that are team members for the selected project. Assigned Company Contacts: Search for assigned company contacts that are assigned to the selected project. Bid Solicitation Contacts: Search for contacts whose company has at least one Bid Solicitation on the selected project. Bid Solicitation Company Contacts: Search for companies contacts with at least one Bid Solicitation on the selected project. This option is available only when the Company select pop-up window is called from a project-associated module. |
Main Phone | The main phone number of the contact who matches the criteria. |
State/Prov. | The State and/or Province where the contact who matches the criteria are located. |