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Staff or Contacts Dialog Box

Use the Staff or Contacts dialog boxes to select the people (staff or contact) who will receive, be responsible for, or be added to a document. Be sure that the users you seek have the following information defined for them:

• An account: The user has a valid user or integration account.
• An address or contact number
• Workflow states: The user must have a workflow state of Active and the company that employs the user must also have a workflow state of Active.
• Member of workspace: If working in a workspace's work area, the user must already be part of the workspace. Contacts in the organization's work area who have not been added to a workspace will not be shown, regardless of his or her workflow state.

For more information on staff users, see "Staff - Main". For more information on contact users, see "Contacts - Main".

If any of the above information is missing, you will not be able to locate the user.

This dialog box displays the following controls:

• View:Choose a view by which you can filter the search results. Click Manage Views to manage your collection of views.
• Filter by same Projects:Select to show only the contacts associated with current user's linked Projects. Clear to show all contacts in the workspace.

• Search:

   

  Type the characters to locate and then click Find.

  The dialog box will refresh to display only matching items. Click Reset to reset the search and display all items again.

  Keep the following in mind when searching:

  • Proliance will attempt to match the search text to any of the columns visible. To search only a specific column, you need to create and apply a new view that contains only the column that you want to search.
  • Unless wildcards are used, Proliance seeks an exact match. For example, searching for John Smith will find John Smith but not John Smithe. Searching only for John or Smith will not find John Smith.
  • Use the wildcard character '%' to broaden your search. This wildcard can represent any number of characters. For example, searching for John% will find John Smith, John Smithe, and anyone else with a name beginning with John. However, you will need to search for %John% to locate names like Robert John Smith. Similarly, searching for %Smith will locate everyone with Smith as their last name.

• New:When in the Organization work area, click this to create a new staff or contact if you cannot find the person that you are looking for. Click Refresh when the new staff or contact is created to see that person in the results list.

To select a staff member or contact