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Address Book window

Address Book catalog pane

Searching for contacts

When you click Companies or People in the Address Book catalog pane, the detail pane displays a grid with all available company or people contacts in the Address Book database. The list can be extensive, so Sage Estimating provides several features for filtering or limiting the number of records displayed in the grid.

Apply Search filters and group estimates by fields of interest to make estimates easier to locate on the estimates grid

Items in this pane

Items in the Detail pane
Item Description
Grid

Displays a list of contacts.

In the Address Book catalog pane, select Companies, People, Regions, or Trades.
Group-by area

Groups all entries in the grid according to a specified grid field.

Drag any field from the grid column heading to the group by area box to group the list by that field.

For example, if you want to group estimates in the grid according to job size, grab the Job size column heading and drag it to the group by area box.

Tip: Tip: If the group-by area is not visible, click the thick bar above the column headings to expand it.
Field Chooser

Select the checkboxes for the columns you want the grid to display. Clear the checkbox for any column you do not want to appear in the grid.

Note: The Show field chooser box must be selected to view the Field Chooser.
Search Filters

Use these boxes to define a filter for limiting the display of entries in the grid.

For example, if you want to display only contacts with a business phone area code of 503, select Business Phone from the Field box, select Contains from the Comparison box, and type 503 in the value box.

The search filter boxes perform the following functions:

Search filter functions
Filter Box Notes
Field Sets which field in the grid is used for the filter. Select a field from the list of the available grid fields (columns).

Comparison

 

Together with the Value box, your selection instructs Sage Estimating how to filter the grid. Available options are:

  • Starts with
  • Contains
  • Like
  • Match
  • Equals
Value Type or select a numerical or text value for the filter. For example, if you want the grid to display only companies located in Denver, type Denver in the box.
[Export] Click to save a copy of the grid as a Microsoft Excel workbook.
[Show Form]

Select a contact in the grid, and then click this button to display the associated Address Book contact settings.
[Default Grid] Click to revert the grid to its default display settings.