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Filter Companies

Refine your Companies List in ConstructionOnline™ for quicker searches

BACKGROUND

Manually sifting through extensive company directories wastes valuable time and hinders productivity. ConstructionOnline solves this with its robust filtering tools. Allowing users to narrow their view of their companies list based on criteria such as an associated project, contact, and/or trade, ConstructionOnline empowers instant access to the company information needed, enhancing overall project management and operational efficiency. 

⚠️ Important: Company Filters are user-specific and do not affect other team member's views.

HOW TO FILTER COMPANIES

  1. Access the "Team Management" tab through the Left Sidebar or the Company Selector in the Top Navigation Bar. 
  2. Under the "Contacts & Companies" section, select "Companies." 
    1. This will open your "Companies" List. 
  3. Within the "Companies" pane in any View, expand the Filters widget by clicking the gray arrow next to the blue "Company Filters" text. 

    ConstructionOnline's Companies Filter options

    Note: ConstructionOnline, by default, sets each Filter category to display "All." 
  4. Choose your desired Filters from the respective dropdown menus - 
    1. Projects: View Companies associated with a specific Project / Project Template. 
    2. Contacts: Filter Companies based on an associated Contact. 
    3. Tags: Display Companies with selected Tags. 
    4. Labor Type: Filter Companies by a primary Labor Type 
    5. Quality: Show Companies based on a defined Quality rating. 
    6. Trade: Filter Companies by a primary Trade or specialty.
    7. Category: Display Companies belonging to a specific Category. 
    8. Division: View Companies by an assigned Division. 
    9. Region: Show Companies located within a specific geographical Region. 
    10. Group: List Companies that are part of a defined Group. 
    11. Office: See Companies associated with a particular Office location. 
  5. Filters are applied automatically to the "Companies" List as selected. 
  6. Click the gray arrow next to the words "Company Filters" to hide the Filters widget once your choices have been finalized. 

To clear established Company Filters, you can - 

  1. Select the X next to the specific Filter category you want to revert back to "All."
  2. Use the blue "Clear Filters" text next to the ❌ to reset the "Companies" List to the default filters of "All" for each category.   

ADDITIONAL INFORMATION 

  • Subscription Level: The Company Directory is available for all ConstructionOnline subscriptions. 
  • Permissions: Admin Users and Company Users can filter the "Companies" List.
  • CO™ Mobile App: Company Users can filter Companies via the ConstructionOnline Mobile App. 

HAVE MORE QUESTIONS? 

  • If you need additional assistance, chat with a ConstructionOnline Specialist by clicking the orange Chat icon in the bottom left corner or visit the UDA Support Page for more options.