Filtering in the Project contacts tab:
Filter the list by selecting the search button. See the available filters by clicking the word 'active'. Select a filter from the drop down list and click the search button to apply the filter. The filter options are:
- Active - the default list filter that shows the items that can be used (seen in drop down lists).
- Inactive - see the items that can no longer be used, and are only shown when still linked to existing records.
- All - see both active and inactive items in the list.
Tip: Return to the default view by choosing the clear button in the search bar.
Tip: Use the filter options 'project status' and 'tags' to limit the number of projects listed here. The project is only shown on this tab if the contact is listed on the project contacts tab.
Search in the project contacts tab:
When a large number of items exist use the search or filter options to limit the number of rows shown in the list.
Search by clicking the search button and typing the keyword into the search box. To return to see all items in the list click the clear button in the search bar.
Tip: Learn more about searching with the list search or the global search.