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