×
Menu
Index
  • 3D Viewer
  • Adjustments
  • Advanced Multi-currency
  • Bid Leveling
  • Cash Flow
  • Date Field
  • Funding
  • Req. Codes
  • Revised Units/Values
  • Dialogs
  • Select Companies/Contacts Dialog

Select Companies/Contacts Dialog

 
Use this dialog to select one or more companies or contacts to insert them into a PMWeb data field. The tabs that appear in the dialog vary depending on the record type from which you open it. The basic technique for using the Bidders and Companies/Contacts tabs is the same:
 
  • Use filtering, sorting, and grouping to locate the companies or contacts you wish to use
  • Select them by checking the box on the line
  • Click the Save and Close button to close the dialog and save the selected records to the PMWeb data field
 
On the Distribution tab, drag and drop predefined groups from a tree
 
Select Companies/Contacts Dialog
 
 
1

Bidders Tab

1. Bidders Tab
 
This tab appears when you open the dialog from a Notification dialog in a Procurement record.
 
2

Companies/Contacts Tab

2. Companies/Contacts Tab
 
If you open the dialog from a contact field the "Contact" column appears in the table, along with the Company. A special feature of this tab is the Specs dropdown in the toolbar. Select one of the Specifications associated with companies to display those user defined fields in the table.
 
3

Distribution Lists Tab

3. Distribution Lists Tab
 
The tree displays predefined Distribution Lists. Drag and drop lists and/or individual companies from the tree and drop them on the table. Click the Save and Close button to add the selected companies to the record.
 
You are not authorised to view this resource. You will be redirect to pmweb.com after 7 secs