Contracts Search Options

1. At the top of the iBuy screen there is a Search box with a drop-down menu that by default displays All. Select the arrow on the drop-down menu and choose Contract.
2. Enter the Contract Number in the Search box and click the magnifying glass icon.

OR

1. From the Menu bar, select Contracts > Contracts > Search Contracts
2. On the Search Contracts screen, enter a Contract Number or a key word or phrase related to the contract you are searching for into the Quick Search bar.

Contract Search Using Filters

1. On the Search Contracts screen, select Add Filter.

NOTE: Filters help narrow down results or can be used if looking for a contract based on a specific contract field or a combination of various contract fields.  

2. Select the appropriate check box by a desired filter, then select any required details related to that filter.
3. Select Apply.

NOTE: You may use as many filters as you need to refine your search results.

Configure the Column Display of Search Results

1. Perform a search as described above using any applicable filters.
2. Select the cog icon on the top right to open Configure Column Display.
3. Select the appropriate check box next to any new filters you want to include in the column display of your search results.
4. Use the arrows to update the order of the column display.
5. Select the check box to pin the column display if needed.
6. Select Apply.

How to Save a Search

You can save search settings and organize saved searches in folders, share them, or export search results. Saved searches are useful if you use the same search criteria frequently and want to save contract search settings to use again or export a limited set of records.

1. After running a search, select Save As from the upper right side of the screen.
2. Edit Saved Search Details
1. Enter a nickname in the Nickname field.
2. [Optional] Select Add Description to enter a description.
3. Select Destination Folder

1. Select the Add New drop-down menu.
2. Select the option that fits best for the search: Top level personal folder, Top level shared folder, or add to an existing Personal folder or existing Shared folder.

NOTE: If you have never created a search folder before, you will be prompted to provide a Name and optional Description for your folder.

4. Select Save.

Find and Run a Saved Search

1. From the Menu bar, select Contracts > Contracts > Search Contracts

2. On the Search Contracts screen select My Searches.
3. Select the name of the saved search you want to run.