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.
- If a company does not have have any users associated with it, the company will not display under the 'Companies' subtab.
Steps
Search the Directory
- Navigate to your project level Directory tool from an iOS mobile device.
- Tap the Search bar to type a keyword or phrase matching your desired contact.
Note: Procore will automatically return entries matching the search query.
- Tap a contact to view its details.
Filter the Directory
- Navigate to your project level Directory tool from an iOS mobile device.
- Tap one of the following tabs to filter your project's contacts:
- Contacts: tap this tab to display all contacts alphabetically.
- Companies: Tap this tab to display contacts by company.
- Your Company: Tap this tab to only view contacts within your company.