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Onboarding Lesson #4: Search Dashboard & Alerts

Use the resources below for a comprehensive overview of User Preferences.

Our most successful clients have searches tailored to their workflows that they can be alerted on regularly.

  1. Take the in-platform tours. Please make sure you are already logged into the GovSpend platform before trying to access either tour.
    1. Saved Searches & Alerts
    2. Search Dashboard
  2. Access the email.
  3. Review our Help Site articles:
    1. Saved Search Alerts Customization
    2. How to Use and Customize Your Dashboard
    3. Webinar | How to Customize Your Dashboard
    4. Saved Search Alerts for Contacts
    5. How to Export Search Results
    6. GovSpend Default Export Fields By Module

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