Select Team Members dialog box

Use this dialog box to select the project team members to import from a remote project connected via Newforma to Newforma into the current project. Mark the checkboxes of the team members to import, then click OK.

●        Regular text indicates the contacts are not on the current project team and can be selected and imported.

●        Grayed out text with a checkmark indicates the contacts have already been imported from the connected company, and their information will be automatically updated when you click OK.

●        Grayed out text without a checkmark indicates the contacts were not imported from the connected company. They could have been added manually, or imported from a different company. They will not be updated when you click OK.

Filter All Columns

You can filter by any text that appears in any of the columns. For example, if you know the name (or part of the name) of the contact that you are searching for (or the email address, or company), enter at least part of the text in this field. The list updates automatically as you type. For example, if the contact you are searching for has the letter m somewhere in one of the columns, enter m in this field. The list will be narrowed down to only contacts that have the letter m somewhere in one of the columns.

Click    to toggle between showing and hiding the column filter fields.

Clear

Click to clear all filters.                                       

Columns

Refer to the Add Contact dialog box for a description of the columns.

 

Show Team Members in Groups

Mark this checkbox to list the members of groups below the group names.

If this checkbox is marked and you select a team member from a group, that group will be created in the local project team. If the checkbox is cleared, the contacts and groups will be displayed in a flat list. Selecting team members will not create any groups they are in. However, if you select one of the groups, that group will be created and all of its team members will be imported into it.

 

To access this dialog box

Click OK from the Choose Connected Company dialog box.