Lesson 9: How to Download the Visible List vs. Exporting Search Line Items
Modified on: Wed, Apr 11, 2018 at 1:11 PM
Download Visible List
If you are running a search and you don't have SmartExport or you want to quickly grab a list of contacts from your search there is a way to do that. First, execute your search through whatever parameters you want.
You can do this for both agencies and vendor contacts by going to "View Agency Contacts" or "View Vendor Contacts" and clicking Download Visible List on the left side of the screen.
Exporting search results
It is advised before exporting your search results that you refine your search as much as possible. Every line item in your search counts toward the number of exports you are alotted.
> Click “Export” in the right-hand corner
> Enter title and tag
> Click “Save”
>Go to your Exports
>Click the link to download
Note: Exporting is only available if you have this feature on your account and you have enough purchased line items remaining in your account. For more information contact Client Services at 888-998-6348.
One thing you can do to export line items without using your exports is to copy them straight from the search and into a spreadsheet.
> Start by copying the line items you want to save
> Next paste into a spreadsheet and the columns will automatically fill properly. You'll be able to click Agency/Vendor/Description to follow the links back to GovSpend.
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