The Find, or Search page is available from both the Projects app and the Products app. This short video will show how to access and use the page to find Projects, Builders, Builder Contacts and Resources.
0:01: BC Connect apps find menu.
0:04: This video covers a general search page that is available in two separate locations.
0:09: From the projects app, click the Find menu.
0:12: From the Products app, click the library menu, then Resource library.
0:17: Let's begin with the projects app.
0:19: Hover over the Find menu.
0:21: Clicking any of the 4 items will take you to the same search page highlighting the corresponding tab.
0:28: Click Project and the search page will open focused on project results.
0:33: The number of records found is shown in each tab in parenthesis.
0:38: Note that you may also search for projects from the project dashboard instead.
0:43: On the Project Results tab, you have the option to search for projects using keyword search or narrow down your search criteria using the project filters.
0:53: Notice that builder contact and delivery contact will not become active unless you select a builder from the drop down.
1:00: Some of the fields will have a preset option in the drop down, and others will allow you to type in your own search text.
1:08: Once you find the project, click the link to open it.
1:13: Let's go back to the search page, click Find, and then Builder.
1:19: Searching for builder results works the same as the project results using the keyword search, or you can add builder filters which allow you to select builder status.
1:29: Note that for the filters to work, the builder status must be set as part of the builder data.
1:35: If you clicked on the builder link, you could edit the builder data here.
1:39: The Contacts results tab will search for builder contacts only.
1:43: Use the keyword search or use the contact filters to narrow down your search to a specific builder.
1:50: Clicking on the contact link would allow you to update their data.
1:54: The Resources results tab allows you to search for Boise Cascade design documents.
2:00: You can click on the search bar and type in a keyword and hit enter, or you can simply scroll down the list of documents.
2:07: You could also click on add Resource filters to narrow down the search by product line, language, and document type.
2:15: Once you have selected the document, you can click on the download link to save to your computer and share as needed.
2:22: Let's go to the products app and see how to navigate to the resource library from there.
2:27: From the products app, click library Resource library.
2:32: The resource results tab will be highlighted coming from the product's app.
2:38: Clicking F5 will refresh the search page with the full listing.
2:42: You may also click to remove filters or delete keywords and press enter to refresh the page.
2:49: This concludes the review of the search page.
2:52: Thank you for watching.