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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

FeatureSaved SolutionsShortlists
PurposePersonal bookmarks for quick referenceOrganized lists for evaluation projects
OrganizationFlat listNamed, ordered lists
SharingPrivate onlyShareable via link
ComparisonNoYes — side-by-side comparison tables
NotesPer solutionPer solution within the shortlist

Use saved solutions for quick bookmarks as you browse. Use shortlists when you're running a structured evaluation.