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Procore (en-CA)

Search and Filter the Directory (iOS)

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Also available on  android-gray-icon.jpg  web-gray-icon.jpg

Objective

To search and filter the project's Directory for a contact on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the Project level Directory tool. 
  • Additional Information:
    • If a company does not have have any users associated with it, the company will not display under the 'Companies' tab.

Steps

Search the Directory 

  1. Navigate to the project's Directory tool using the Procore app on an iOS mobile device.
  2. Tap the Search bar to type a keyword or phrase matching your desired contact.
    Note: Procore will automatically return entries matching the search query.
    search-directory-ios.png
  3. Tap a contact to view its details. 

Filter the Directory

  1. Navigate to the project's Directory tool using the Procore app on an iOS mobile device.
  2. Tap one of the following tabs to filter your project's contacts:
    filter-directory-ios.png
    • Contacts: tap this tab to display all contacts alphabetically.
    • Companies: Tap this tab to display contacts by company.
    • Your Company: Tap this tab to only view contacts within your company.