
1. Go to Contracts Management
> Contract Prelim Listing.
A list of records is displayed.
2. Type your search criteria into the fields at the top of
the page.
You can search for a prelim listing
by Name. For example, the following search
returns a list of records with a name that begins with 15.

3. Click Search.
Records matching your search criteria are listed.
4. Double-click a prelim listing
to edit it.
The Contract Prelim Listing
Details form is displayed. It has the following tabs:
§ Details
View and add prelim marks to your list.
See Contract
Prelim Listing
- Details for a full list of the fields and buttons on this tab.
§ Notes
See Contract
Prelim Listing - Notes for a full list of the fields and buttons
on this tab.
§ Custom
Fields
See Contract
Prelim Listing - Custom Fields for a full list of the fields and buttons
on this tab.
§ Attachments
See Contract
Prelim Listing - Attachments for a full list of the fields and buttons
on this tab.
§ Information
See Contract
Prelim Listing - Information for a full list of the fields and buttons
on this tab.
5. Make your changes and click Save.
|
§ If you leave the search fields blank, all records for the module are listed. § Click Clear to reset the search criteria. § Search criteria are not case sensitive. § Max Rows will need to be set to the maximum scope to display all records by setting this to "0". Be cautious as this may take a while to load. § You can use the following characters in the search fields: * _ % Use a percent sign to match any character that occurs multiple consecutive times. For example, C%per* would find both Cooper Steel Construction and Caper Fabrication Ltd. [ ] |