CRM Software for Economic Development Organizations
Phone: +1 805 967 1280 | email: sales@outreachsystems.com

How do I inactivate, forward or test a client's Bid Match search profile?

Bid Match search profiles are used by Procurement Technical Assistance Centers (PTACs) to connect clients to government contract opportunities. Each client will have their own, unique search profile, catered to their business capabilities. This FAQ describes the process of inactivating the bid match profile; forwarding the bid match profile to the client for their review; and testing the bid match profile.

Inactivating the Bid Match Search Profile

The following steps describe how you can inactivate the client's search profile without inactivating the client record so that you can continue to counsel and support the client outside of the bid matching process:

  1. Go to the client record and click on the Profile link in the Bid Match panel in the right hand column of the client stream:
  2. Click the Inactivate button and confirm that you want to take the client's search profile off-line:

An automated message will be sent to OutreachSystems and this profile will be taken off-line.

Note: The bid match search process starts each day at 10:00am PT (1:00pm ET) and finishes around 5:00pm PT (8:00pm ET). If a client's search profile is inactivated during this time (while the search is running), then the bid match profile will still generate output for that day, and the profile will not appear inactive in Neoserra until the next day's search process starts again. In other words, a profile may not show as inactive in Neoserra until the first day when it is excluded from the bid match search process.

Forwarding the Bid Match Search Profile

The following steps describe how you can forward the client's search profile to the company's email address. The message will include not only a copy of their search criteria but also a brief explanation of the search logic used by OutreachSystems. The message template used by Neoserra can be customized by your Neoserra database administrator.

  1. Go to the client record and click on the Profile link in the Bid Match panel in the right hand column of the client stream.
  2. Click the Forward button and review or customize the message that is sent to the client.

Testing the Bid Match Search Profile

The following steps describe how you can test the client's search profile against the last two weeks of bid match data.

  1. Go to the client record and click on the Profile link in the Bid Match panel in the right hand column of the client stream.
  2. Click the Test button.
  3. A new window will be opened within your browser where the profile will be tested within iSearch. The process may take a minute or two depending upon the length of the search profile.
  4. is sent to the client.


Want more? Browse our extensive list of Neoserra FAQs.