Search tips
- To search in a subset of topics, click
in the search field and select a filter.
- To search for a specific word or phrase, add quotation marks around it (example: "budget column") in the search field.
- To remove highlighting on the search terms in a topic, click
.
- To search within a topic, click
, press Ctrl+F, and enter the search term.
Distribution lists
You can create distribution lists of commonly used contacts. Distribution lists are used in the Contact Search dialog.
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
- Open the project settings.
- On the settings menu, click Distribution Lists.
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
- In the distribution list settings, click the distribution list.
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
You can create distribution lists for different groups of contacts.
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
- On the navigation toolbar, click add_circle (Create).
- Enter a name for the distribution list.
- To add a contact, click Add, and then select someone from the contact popover.
- Click save (Save).
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
The contact popover only displays the active project contacts. To search for or create other active contacts in the Contact Search dialog, click (Contact Search).
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
You can add or remove contacts from a distribution list. The changes are saved automatically.
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
- Click Add, and then select someone from the contact popover.
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
The contact popover only displays the active project contacts. To search for or create other active contacts in the Contact Search dialog, click (Contact Search).
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
- Click the right side of a card, and then drag it to a different position.
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
- On the contact card, click more_horiz (More) > Remove.
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
When you delete a distribution list, the contacts remain in ProjectSight.
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
- Open the distribution list, and then click delete (Remove) in the Information panel.