The Watch List feature lets you follow companies for any changes in the company listing, and gives you access to any company-associated project development. The Watch List companies window gives you access to all of your Watch List companies, where you can set up email alerts and export the companies in your Watch List as a formatted Excel spreadsheet.
This section contains the following topics:
Adding companies to your Watch List
You can add companies to your Watch List when viewing a list of companies and from the company details page. A solid blue star next to a company listing or at the top of the details page indicates that the company is in your Watch List:
To add a company to your Watch List, click one of the following:
Only available when companies are selected, use to remove companies from your Watch List.
To remove companies from your Watch List,
1
select either
the box at the top of the page to select all of your Watch List companies or
the individual company
2
Click Remove from Watch List.
Export
Export All
To export Watch List companies as an Excel spreadsheet,
click Export when individual companies are selected or Export All when all the companies in the list are selected. Note that you can export a maximum of 2500 records.
Click Export to Excel. Result: The export runs and is available to open at the bottom of the window.
Actions
Use to remove companies from your list and to show or hide companies in your search results:
Select the companies for the action
Click Actions and then choose from the following to continue:
Remove from Watch List - Removes the company from the list.
View - The company listing is shaded gray in the company list page.
Unview - The company listing appears normal in the company list page.
Setting up company update alerts
You can have email alerts sent to your email address each time there is an update to a company listing. You can set up alerts for individual companies or for all of your Watch List companies.
Note: The alert box is blue when the company has an alert set:
To add company alerts,
click the lightening bolt icon
on the company line for an individual company or
at the top of the list to select all companies
for all companies, click Yes to verify your selection.
Result: The alert is set. Click the icon again to remove the alerts.