What is a Saved Search?
Saved Searches is a feature included with a paid subscription that allow users to select pre-defined filters to quickly find bids using keywords, locations, or organizations. They are set up by individual contact and do not generate email notifications at this time.
What searches are included?
When you set up a paid account, BidNet Direct provides two searches by default: My Searches and My Organization Matching Profile.
My Searches includes all the bids in the purchasing group(s) where you are registered.
My Organization Matching Profile pulls in all the Working Categories from your profile, showing you matches within the purchasing group(s) where you are registered. This search most closely aligns with your email notifications.
How do I change to a different Saved Search ?
You may select a Saved Search from the drop-down menu, located on the Solicitation Search page. Once selected, click View.
Why does my account not have Saved Search?
Saved Search is an enhanced feature included with a paid subscription.
How to setup a Saved Search?
Click Solicitations at the top-center of the page.
Select Saved Searches.
In the upper-right, click on Create New Saved Search.
A new page will appear; enter a Search Name for this new Saved Search.
If you want this search to be your default upon login, click the corresponding box.
On the left-side of this page click on Keywords.
In the Include section, enter simple keywords related to the product and / or service you provide and separate each keyword with “AND” or "OR". Do not include special characters. The same applies to Exclude key terms from the search.
Use keywords in the simple tense and use different variations of the same word. Example: Janitorial OR Custodial OR Cleaning
Select Location to filter your results to specific states or counties.
Select Organizations to include specific agencies.
Click Preview Results on the top-left to display the corresponding opportunities.
If you are satisfied with the results, click Save. If you are not satisfied, please revise your filters.
Saved Searches are modifiable.
For more information on Saved Searches, please see our Knowledge Base article: https://bidnetdirect.sovra.com/knowledge-base/saved-searches/
How can I modify a Saved Search?
Click on Solicitations at the top-center of the page.
Click on Saved Searches.
A list of your Search Names will be displayed.
On the right side, under “Actions” click the Edit icon to make any desired changes.
Click to Save or Cancel changes.
Why am I getting search results that don’t match my filters?
Saved Searches provide you with matching opportunities based on keywords found throughout the entire abstract, and you may find the mapping to be broad. It is better that you receive more results that you can validate rather than miss an opportunity altogether.
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