16. We have a list called “CHECK CONTACTS IN SUB LISTS” that we need to compare to the sub list just created. If a company is on your sub list, make sure that you choose the contact that is listed. 17. Sort the E-Mail column from A to Z. 18. If E-mail address is blank and the Email Bid? column has a check in the box, this usually means there is a contact with an email address. Go into the Contact and make sure there isn’t a contact name with an * after their name or that the contact is no longer there, etc. If there is no contact with any email address, uncheck the box in the Email Bid? column. 19. Close out of the screen. 20. Next step is sending the invitation to bid (Send an Invitation to Bid below).
7.1a HOW TO COPY FROM MULTIPLE SUB LISTS IN PT
1. Go into (double click) BID PROJECT INFO 2. Click on drop down arrow next to SELECT DIFFERENT BID/PROJECT 3. Find the LCI # of one of the projects you want to copy and click on it (make sure the correct project is on the screen). 4. Go into COPY PROJECT(S) TO NEW. A screen called COPY EXISTING PROJECT(S) INTO A NEW PROJECT will pop up. 5. Go down to the NEW Project # box and enter the LCI # of the project you are creating the list for. 6. Go to NEW Project Name and enter the project name. 7. On the bottom half of the screen there is a list of projects. The Bid/Project Number column can be sorted by clicking on the drop down arrow. Find the LCI # of the project(s) you want to copy. 8. Follow steps 7 through 22 in How To Copy Sub List In PT above.
7.2 HOW TO DELETE SUBS FROM A SUB LIST
1. In the Main Menu, click on the drop down box next to Bid# and find the LCI # of the project 2. Go into Bid Project Company Address Book 3. If you are following a PT Sub List that the estimator has marked up, sort the Company column A to Z, then sort the Code-Sub column A to Z (this puts the sub list in Trade Order and the subs will also be in alpha order within each trade). Go to the company you want to delete. You can also search alphabetically by the Company Name by just sorting the Company column A to Z. 4. Click on the blue box next to the company name. This will highlight all of the company’s info across all columns. 5. Press delete key (on keyboard); Remove from List function does not work. 6. Click Yes
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