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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:
 
 
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 Bid Package 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.