Navigating the Address Book

When you open the Address Book, you will see 3 distinct sections.

Address Book

Search Filters

The Search Filters allow you to select different criteria for the contacts you are wanting to view at the moment. The Address Book will default with Groups, Division and City as the the filter options, but clicking on the Manage Search Filters button at the top of the table will allow you to add more filters, or remove ones you are not using.

Clicking on any line item in the filters table will turn that line Orange. This means it is being used to filter your Contacts in the table below. In the image above, 01 - General Requirements is selected. This means that all 7 contacts displaying in the table below have that division listed in their profile.

You can select as many different search filters as necessary to get the results you are looking for. As you click more line items in the filters, they will also turn Orange. Clicking on an Orange filter option will unhighlight that line and your contacts will no longer be filtered by that line. To completely clear an entire filter column, clink in the Refresh button next to the Filter title.


Contact List

The table at the bottom of the page lists all of your Address Book entries. As you use the Search Filters, this list will automatically update to reflect the search criteria you have chosen.

If you would like to view the details of one of your contacts, click on the Company Name. This will open their profile. Click on the Edit button to update the basic contact information. Click on the Update Scope of Work to view the current Scope selected for the company and to make changes..

The check boxes down the left side of the Contact List will allow you to select a number of contacts from the list and use the Action Buttons down the right side of the page.


Action Buttons

Down the right side of the screen you will find all of the different Action Buttons for the Address Book.