Saving Solutions & Notes
Bookmark solutions to your personal library and add notes for your evaluation.
Overview
Save solutions you want to remember and add private notes to track your evaluation. Saved solutions appear in your My Cloud workspace under the Cloud tab.
Saving a Solution
Click the save icon (bookmark) on any solution card or profile page. The solution is immediately added to your saved library. Click again to unsave.
Viewing Saved Solutions
Open My Cloud and go to the Cloud tab. All your saved solutions appear here with their key details — name, HC Score, badges, and any notes you've added.
Adding Notes
Add private notes to any saved solution to track your evaluation:
- Click on a saved solution to expand its detail
- Type your note in the notes field
- Notes are saved automatically and visible only to you
Use notes to record things like pricing quotes, contact names, meeting outcomes, or pros/cons from your evaluation.
Removing Saved Solutions
Unsave a solution by clicking the bookmark icon again, either from the Cloud tab or from the solution's profile page. You can also delete just the note without unsaving the solution.
Saved Solutions vs. Shortlists
| Feature | Saved Solutions | Shortlists |
|---|---|---|
| Purpose | Personal bookmarks for quick reference | Organized lists for evaluation projects |
| Organization | Flat list | Named, ordered lists |
| Sharing | Private only | Shareable via link |
| Comparison | No | Yes — side-by-side comparison tables |
| Notes | Per solution | Per solution within the shortlist |
Use saved solutions for quick bookmarks as you browse. Use shortlists when you're running a structured evaluation.
