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Procore

Search and Filter the Directory (iOS)

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Objective

To search and filter the project's Directory for a contact on an iOS mobile device.

Things to Consider

  • Required User Permission: 'Read-only' and above on the project's Directory tool. 

Steps

Search the Directory 

  1. Navigate to your project level Directory tool from an iOS mobile device.
  2. Tap the Search bar to type a keyword or phrase matching your desired contact.
    Note: Procore will automatically return entries matching the search query.

    2018-02-20_09-48-29.png
     
  3. Tap a contact to view its details. 

Filter the Directory

  1. Navigate to your project level Directory tool from an iOS mobile device.
  2. Tap one of the following tabs to filter your project's contacts:
    • Contacts: tap this tab to display all contacts alphabetically.

      2018-03-05_15-45-34.png
       
    • Companies: Tap this tab to display contacts by company.

      2018-03-05_15-58-33.png
       
    • Your Company: Tap this tab to only view contacts within your company.

      2018-03-05_16-07-43.png