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To access the Directory, click the Directory iconfrom the sidebar menu:


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Understanding the List

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FilterDescription
Contact ListsBy default, all of your contacts are displayed in the list. Click a list name to show only those contacts from one your your saved lists. The number of contacts displayed in the list will appear next to the list name.
Service AreaUse with the radius selection to display the matching counties for the code. You can remove counties by clicking the x next to the county name.
TradesUse to filter the list by your custom trades lists.
Labor AffiliationsUse to filter by specific labor affiliations. 
CertificationsUse to filter by specific minority certifications.

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OptionDescription

Create New List

You can create customized lists to save companies and contacts for specific uses. Your custom lists are displayed at the top of the Filters list. 

To create a new list:

  • Click Create New List. 
  • In the menu, enter the list name in the box. 
  • Optionally, you can enter text in the Description box. 
  • When you are done, click Save. 

Your lists will also be displayed when you use the Manage Lists option. 

Delete Lists

Use this option to delete a list. To delete a list:

  • Select Manage Lists from the Actions menu. 
  • In the , menu, select the list from the drop-down menu. 
  • Click Delete List.. 

Add to List

Use to add the contacts of a personal list to your Directory. 

To use this feature:

  • Select the personal list Swith the contacts you want to add to your Directory. 
  • Select Add to List(s) from the Actions menu. 
  • Click Add to... to add the contacts to your Directory. 

Remove from List

Use to remove a personal list fromS

  • Select the personal list you want to remove. 
  • Select Remove from List from the Actions menu. 
  • Click Add to... to add the contacts to your Directory. 

Export to Excel 

Use to export company information as a formatted spreadsheet. 

To use this feature:

  • Select the companies you want in your export. 
  • Select Export to Excel from the Actions menu. 
  • In the menu, select the columns you want in your export. can clear your selections by clicking Reset Columns at the bottom of the menu.
  • When you are ready, click Export.   

Result: The export runs and you are prompted to save the export on your local device. 

Export

all

All to PDF

Use to export the entire Directory as a formatted PDF. 

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The Directory contains a list of companies and associated contacts that you have added to your account for potential business. You can access and edit the details for both contacts and companies.

Accessing the Company and Contact Details Pages

To access the details for companies and contacts:

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The following table describes the fields in the Company Information section of a listing.

FieldDescription
About

Contains basic information about the company, including website and a general description. 

  • Click Edit to edit or add information to the listing. Your edits are automatically added to the company profile.
Service Area

The physical location of the company. 

  • To add a location, click Map and locate the company on the map. 
TradesThe trades associated with the company. You can use the search menu in the section to find the trades for the company by name or code.
Certifications & Labor Affiliations

The certifications and labor affiliations for the company. 

To add a certification:

  • Click Add Certification. 
  • In the Add Certification menu, either search or click Browse All Organizations to locate organizations. 
  • Click Add Certifications(s) when you are done. 
Labor

The labor affiliation for the company. 

To add an affiliation: 

  • Click Add Labor Affiliation.
  • In the menu, select an affiliation from the list. 
  • Click Save Affiliation(s) when you are done. 
Project activityActivity

Lists the projects that where the company is currently engaged.

  • Clicking on the project name opens the details page for the project. 
NotesAny notes added to the company. 

Understanding Contact Details

The contacts for a company are displayed on the Contact tab for a company listing.

Each contact on the page has a different set of information.

  • Click the contact name to display the details for that contact. The contact currently being viewed is highlighted blue in the list (as shown below).


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