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Search and Filter the Company Directory

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Objective

To use the search features to locate a company, distribution group, or user in the Company level Directory tool. 

Things to Consider

  • Required User Permission:
    • 'Read-only' and above on the company's Directory tool.
  • Additional Information:
    • The search tool respects any selected filter parameters and only searches for items within the filtered results.

Steps

Search the Company Directory

  1. Navigate to the company's Directory tool.
  2. In the right pane, under Search Directory, type a keyword or phrase and press ENTER (Note: The Search Directory feature is only available when 'People and Companies' is selected in the Views menu in the right pane. In addition, the search feature respects any active filter parameters). 
    ​Procore searches the following fields for matching keywords or phrases:
    • PeopleFirst Name, Last Name, Address, City, State, Email, and Notes. 
    • Companies: Name, Address, City, State, and Email. 
    • Distribution Groups: Name

Show Record Types in the Company Directory

  1. Navigate to the company's Directory tool. 
  2. In the Show Record Type menu, you have these options:
    Note: This menu is only available when the 'People and Companies' is selected in the Views menu in the right pane. 
    • People. Place a checkmark in this box to include people records. Remove the mark to exclude people records. 
    • Companies. Place a checkmark in this box to include company records. Remove the mark to exclude company records. 
    • Distribution Groups. Place a checkmark in this box to include distribution groups. Remove the mark to exclude distribution groups. 

Filter the Company Directory

  1. Navigate to the company's Directory tool. 
  2. In the Filter Records By menu, you have these options:
    Note: This menu is only available when the 'People and Companies' or 'People Grouped by Company' is selected in the Views menu in the right pane. 
    • Cost Code. To limit records to a specific cost code, select a code from this drop-down list. 
    • Trade. To limit records to a specific trade, select the trade number from this drop-down list.
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Last modified
13:46, 12 Jan 2017

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