Assign Contacts to Trades and/or Groups

By assigning Contacts to Trades and/or Groups, they will automatically be filtered and invited only to their assigned Trades/Groups.

On the Company/Contacts screen, there are four columns on the far right for managing a Contact's Trades and Groups.

         

• Always Invite:
  When checked, the contact will receive invites for any trades the company performs when the company is invited. This includes any additional trades added to the company record in the future.
  
  
• Trades:
  When the company is invited to the selected trades, the contact will be added on the invite. If a new trade is added to the company record, the "Always Invite" contacts will automatically be assigned to the newly created trade. Others will not receive invites for the newly created trade unless updated in this section.
  
  
• Groups:
  When a Group Filter is applied when selecting bidders, only the Contacts assigned to the Group(s) AND Trade will be invited. In the Groups column, the fraction shows: (# Groups assigned to Contact / # Groups assigned to Company).  
  
  
• Do Not Invite:
  When checked, the contact will no longer be invited to new projects. Any existing invites the contact has on projects will remain unless the contact is removed from the project.
  

To assign contacts to Trades:

1. Open a company record, then open their "Contacts" tab.
2. If you don't want the contact to be invited to all trades, click "All" to open up the list of trades the Company is assigned to.
   
3. Uncheck "Always invite", then uncheck the trades you want to exclude for them, and click Save.
   
   
   
   In the above screenshot example, Homer Simpson will only receive bid invites for projects with 221000: Plumbing Piping.

To Remove a Contact from a Group:

1. Open a company record, then open their "Contacts" tab.
2. Go to the Groups column to the right of the Contact and click on the fraction (number of Groups assigned) to view the Groups and check-boxes.
3. Uncheck the Group(s) to remove.
4. Notice when you roll-over the Group fraction (ie. "3/7"), you will see the Groups currently assigned to the Contact.