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Procore

Search and Filter Directory (Windows)

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Objective 

To view, search, and filter contacts in the Directory tool on a Windows device.

Things to Consider 

  • Required User Permissions: 'Read Only' and above on the project's Directory tool.

Steps

  1. Navigate to the Directory tab in the left hand toolbar on a Windows device.
    Note: Contacts within that project will appear alphabetically by first name.
  2. Search and filter contacts in two different ways:
    • Find contacts by typing names or companies in the search bar.
    • View by 'Name' or 'Company' by clicking your desired filter underneath the search bar. 
  3. Click a name to expand the contact information.

 

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