Saved Searches are now available for Euna Supplier Pro subscribers! Users can build and save various searches, using all available filters, commodity codes, and keywords to conveniently find what they need. Saved searches are easily accessible from your Opportunities section.
Note
It is important to highlight from the start that Saved Searches and Recommendations work independently: changing or updating your saved searches does not affect recommendations, and vice versa.
Accessing saved searches
There are two ways to access your saved searches:
1. Via Account Settings > Saved Search:
2. Via the Opportunities page, by clicking the Saved Search button:
Creating a new saved search
Creating a new saved search can be done in two different ways:
1. From any tab within the Opportunities section, use the Saved Search button and click Add Advanced Saved Search
2. Navigating to Account Settings and to the Saved Search tab, then clicking the Add Saved Search button
This takes you to the Saved Search builder, where you can begin building your search:
- On the left-hand side, you have all the filters that are available in the system:
- Name - Add a name for each search.
- Search Terms - This works like your keywords in your settings and allows you to choose a number of different terms to improve your search.
New functionality has been added to enable excluding words or terms from your search results.
For example: you are searching for Peanut butter and Jam but you do not want any sandwiches to show up in your search. Adding the word Sandwich or Sandwiches to the Exclude section removes any results that include that word, even if they match all your other criteria.
- Commodity Codes - Commodity codes functionality is similar to your account settings. It allows you to further enhance your search results based on the commodity codes labeled on an opportunity.
- Locations - Enables filtering of opportunities based on the opportunity's location.
- Organizations - Filter based on specific organizations
- Status - Filter based on Open or Closed opportunities
- Opportunity Type - Filter based on what kind of solicitation you are looking for (e.g., RFP, RFQ, etc.).
- Opportunity Source - Filter based on Euna Procurement exclusive opportunities or from other sources gathered for your convenience
- Viewed - Filter based on opportunities marked as viewed or ones not viewed yet
Once you are done building your search, click Save Search at the bottom of the screen to create it.
Your new search is now available on the Saved Search section of your Account Settings.
From here you can see all searches saved in your profile, edit or remove them. You can create as many saved searches as necessary for your team's needs.
Using saved searches
From the Opportunities page, use the Saved Search dropdown to view your saved searches. You can click any of them to bring up your results: this displays results in a new tab, with the name of your search and the number of results:
- You can edit or delete a search from the drop-down
If you decide the results are not exactly what you expected and you change any filters that fit better with your search, you can save the current search.
You are prompted to choose whether to override the current search or create a new one based on these filters: