- Favorites and Reminders: Organize and Track Important Tenders

Introduction

The favorites and reminders feature is a comprehensive tool for organizing and tracking important tenders. By adding tenders to favorites, you can quickly access them, add private notes, and set automatic reminders for important deadlines. This feature ensures you never miss a critical deadline and helps you organize your work efficiently.

What is the Favorites Feature?

Favorites is a personal list of tenders important to you, providing:

• Quick Access: Instant access to saved tenders
• Private Notes: Add notes and comments for each tender
• Automatic Reminders: Set alerts for important deadlines
• Easy Filtering: Display favorite tenders only
• Professional Organization: Manage tenders in an organized way

How to Add a Tender to Favorites

Step 1: Find the Tender

You can add any tender to favorites from any tender table in the platform:

• Main tenders page
• Tenders data page
• Advanced search results
• Agency analysis page
• Activity analysis page
• Daily tenders page

Step 2: Click the Favorites Button

In the actions column of the tenders table, you'll find the favorites button:

The button appears as follows:

• Empty star icon ⭐
• Teal color
• Small size

How to Use:

1. Identify the tender you want to add to favorites
2. Click the star button in the actions column
3. The tender is added to favorites instantly
4. The button will change to a filled star

Important Note: If you don't have an active subscription, you can only add two tenders to favorites. For more, you must subscribe to one of the plans.

Step 3: Add Notes and Reminders (Optional)

After adding the tender to favorites, you can:

• Add private notes
• Set reminders for important deadlines
• Modify information anytime

Managing Favorite Tenders

Manage Favorite Button

After adding a tender to favorites, the favorites button changes to "Manage Favorite" button:

Difference from Add Button:

• Filled star ⭐ (instead of empty)
• Opens management window when clicked
• Provides access to all management options

Manage Favorite Window

When you click the "Manage Favorite" button, a popup window opens containing:

1. Action Buttons

"Expand" Button:

• Opens full window for managing favorite
• More space for adding long notes
• Better display for reminders

"Remove" Button:

• Delete tender from favorites
• Delete all associated notes and reminders
• Can be re-added anytime

2. Notes Section

Function:

• Add private notes about the tender
• Record important information
• Edit notes anytime

Note Examples:

• "Strategic tender - high priority"
• "Requires ISO 9001 certificate"
• "Estimated price: 500,000 SAR"
• "Contacted agency on 5/15"
• "Must carefully review technical specifications"

How to Use:

1. Click on notes field
2. Write your notes
3. Changes are saved automatically

3. Reminders Section

Function:

• Set automatic alerts for important deadlines
• Receive email notifications
• Manage multiple reminders for same tender

Display Added Reminders:

• List of all active reminders
• Details of each reminder (deadline and type)
• Delete button for each reminder

"Add Reminder" Button:

• Opens new reminder form
• Allows selecting deadline and duration
• Saves reminder automatically

Reminders Feature

Reminders are automatic alerts sent via email before important tender deadlines.

Available Reminder Types

You can set reminders for any of the following deadlines:

1. Bid Submission Deadline

• Importance: Most important deadline
• Common Usage: Reminder 3-7 days before
• Benefit: Ensure bid submission on time

2. Bid Opening Date

• Importance: Know initial opening results
• Common Usage: Reminder same day or day before
• Benefit: Track competitors and their prices

3. Bid Study Date

• Importance: Know evaluation schedule
• Common Usage: Reminder 1-2 days before
• Benefit: Prepare to respond to any inquiries

4. Expected Award Date

• Importance: Know winner announcement date
• Common Usage: Reminder same day
• Benefit: Track final result

5. Execution Start Date

• Importance: Prepare to start project
• Common Usage: Reminder one week before
• Benefit: Planning and advance preparation

Adding a New Reminder

Steps to Add Reminder:

1. Open Manage Favorite Window: Click filled star button
2. Click "Add Reminder": In reminders section
3. Choose Number of Days: How many days before deadline you want reminder
4. Choose Deadline Type: From dropdown list
5. Save Reminder: Click "Save" button

Important Notes:

• Minimum: One day before deadline
• Maximum: No maximum limit
• Timing: Reminder sent early morning
• Email: Sent to your registered email

Managing Reminders

View Reminders:

• All reminders appear in list
• Clear details for each reminder
• Sorted by date

Edit Reminder:

• Delete old reminder
• Add new reminder with required settings

Delete Reminder:

• Click delete icon 🗑️ next to reminder
• Reminder deleted instantly
• You won't receive notifications for this reminder

Filtering Favorite Tenders

"Show Favorites Only" Filter

On the tenders data page, you can enable a filter to display only favorite tenders:

Filter Location:

• Tenders data page
• Top toolbar
• Next to other filters

How to Use:

1. Open tenders data page
2. Find "Show Favorites Only" toggle
3. Enable toggle
4. Table will filter to show favorites only

Benefits:

• Focus: Display only important tenders
• Speed: Quick access to saved tenders
• Organization: Separate favorites from other tenders

Note: This filter requires an active subscription.

Practical Examples

Example 1: Add Important Tender to Favorites

Goal: Save medical equipment supply tender for tracking

Steps:

1. Open tenders page
2. Search for required tender
3. Click star button ⭐ in actions column
4. Tender is added to favorites instantly
5. Notice star changes to filled

Result: Tender is now in favorites list and easily accessible

Example 2: Add Note to Favorite Tender

Goal: Record important information about tender

Steps:

1. Click filled star button for tender
2. In management window, click notes field
3. Write: "Strategic tender - requires ISO 9001 certificate - estimated price 500,000 SAR"
4. Close window (changes saved automatically)

Result: Note is saved and can be referenced anytime

Example 3: Set Reminder Before Submission Deadline

Goal: Receive alert 3 days before bid submission deadline

Steps:

1. Open manage favorite window for tender
2. In reminders section, click "Add Reminder"
3. Enter "3" in days field
4. Select "Bid Submission Deadline" from list
5. Click "Save"

Result: You'll receive email 3 days before deadline

Example 4: Add Multiple Reminders for One Tender

Goal: Set multiple reminders for very important tender

Steps:

1. Open manage favorite window
2. Add reminder: 7 days before submission deadline
3. Add reminder: 3 days before submission deadline
4. Add reminder: 1 day before bid opening date
5. Add reminder: 1 day before expected award date

Result: You'll receive 4 alerts at different times to ensure no deadline is missed

Example 5: Use Favorites Filter

Goal: Display only favorite tenders on tenders data page

Steps:

1. Open tenders data page
2. In top toolbar, find "Show Favorites Only"
3. Enable toggle
4. Table updates to show favorites only

Result: Clean, focused view of important tenders only

Tips for Effective Favorites and Reminders Usage

1. Add Important Tenders Only

• Don't add every tender: Focus on tenders you intend to bid on
• Review Regularly: Delete completed or cancelled tenders
• Clear Priorities: Use favorites for high-priority tenders

2. Write Useful and Specific Notes

• Specific Information: Write only important details
• Dates and Numbers: Record deadlines and important numbers
• Continuous Update: Add new notes with developments
• Abbreviate: Use clear abbreviations to save space

3. Set Smart Reminders

• Appropriate Timing: Choose number of days that gives enough preparation time
• Multiple Reminders: For important tenders, add several reminders
• Early Reminder: For complex tenders, add early reminder (7-10 days)
• Close Reminder: Add reminder day before for final confirmation

4. Use Favorites Filter for Focus

• Daily Review: Open favorites filter daily for review
• Quick Update: Check for any updates on favorite tenders
• Work Organization: Use filter to plan your day

5. Clean Favorites List Regularly

• Delete Completed: Delete completed or cancelled tenders
• Monthly Review: Review favorites list at least monthly
• Maintain Organization: Clean list = more efficient work

Integration with Other Features

1. Tender Following

• Favorite tenders can be followed
• Receive update notifications + reminders = comprehensive tracking
• Unified management from one place

2. Tender Management System (TMS)

• Favorite tenders can be added to TMS
• Notes and reminders transfer with them
• Complete tracking from start to finish

3. Analytics

• Analyze favorite tenders
• Add and delete statistics
• Valuable insights about your interests

4. Advanced Search

• Save search results in favorites
• Quick access to matching tenders
• Better search organization

Frequently Asked Questions

How many tenders can I add to favorites?

Depends on your subscription type:

• Without subscription: Only two tenders
• With subscription: Unlimited

Are notes private?

Yes, notes are completely private to you and cannot be seen by anyone else, even if they're in the same account.

What happens to reminders after deadline passes?

Reminders are sent only once at the specified time. After that, they remain in the list for reference but aren't sent again.

Can I edit a reminder after adding it?

You cannot edit a reminder directly. You must delete the old reminder and add a new one with the required settings.

Are notes deleted when removing tender from favorites?

Yes, when removing a tender from favorites, all associated notes and reminders are deleted. Make sure to copy any important information before deleting.

Can I export the favorites list?

Currently, there's no direct export feature. However, you can use the favorites filter and copy information manually.

How do I know a tender is added to favorites?

The favorites button changes to a filled star ⭐. Also, you can use the "Show Favorites Only" filter to see all favorite tenders.

Conclusion

The favorites and reminders feature is an essential tool for organizing and tracking important tenders. By using this feature, you can:

• Professional Organization: Save important tenders in one place
• Useful Notes: Record important information and details
• Automatic Reminders: Never miss a critical deadline
• Quick Access: Instant access to saved tenders
• Smart Filtering: Display favorites only for focus

Start using the favorites and reminders feature today to improve your work efficiency and ensure you don't miss any important opportunity!