DATE:
AUTHOR:
The Contracts Advance team
Improvement

August usability improvements

DATE:
AUTHOR: The Contracts Advance team

This release introduces several usability improvements. Scroll down to see what's landed!

Profile Redirect from Email Notifications

When you open an opportunity from an email notification, you will now automatically be taken to the Profile that created the notification.

This means the relevant matching keywords and CPV codes will always be highlighted, making it easier to understand why the opportunity has been matched to your Profile.


Profile Duplication

You can now duplicate an existing Profile to quickly create a new one using the same search criteria.

This can significantly reduce the time required to create similar Profiles, particularly where CPV codes form part of the search criteria. Simply duplicate the Profile and make the changes you need.


CPV Code Highlighting

Matching CPV codes are now highlighted on the Opportunity Details page, alongside matching keywords.

This makes it quicker and easier to identify which CPV codes contributed to an opportunity matching your Profile.


Coming Next – Early September

We also have a number of further improvements planned for early September. Here's a sneak peek:

Shortlist Bulk Editing

Managing multiple opportunities within Shortlists will become much easier.

You will be able to add, move and remove opportunities in bulk, making it quicker to organise and maintain your Shortlists without having to update each record individually.

Buyer Name Keyword Exclusion Improvements

Buyer name exclusions will become more flexible.

Currently, excluding a buyer name requires a buyer name keyword to also be included in the Profile. Following this change, you will be able to exclude buyer name keywords without first needing to include a buyer name keyword.

This will give you greater control over your Profile criteria and make it easier to remove unwanted buyers from your search results.

 

Powered by LaunchNotes