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DM Tips: Specification Search

search bar.png

Need to find an item in Design Manager and only know a few specifics?

Want to export a quick list of items?

Are you looking to see if you have received a payment on an item or component?

Well, you can accomplish all of this from one, user-friendly window called the Specification Search Window.  When talking with designers I always recommend this feature because it is fast and flexible.  Since it is so easy to export to Excel from this window, lots of designers avoid the need to have custom reports.

 

Where to find the Specification Search Window?

Pro Cloud

In Design Manager Pro, you can find the Specification Search button on the bottom toolbar, all the way to the right, next to the Quick Quote button.

pro spec search button location

DM Cloud

In Design Manager, you can find the Specification Search button on the top toolbar, right next to the Help button.

DM Spec Search Button Location

How to use the Specification Search Window?

Next, you want to pick your search criteria by first using the left drop down menus and then using the specific fields that appear based on your selection.  For a full list of the search criteria that is available just click the blue question mark button located at the bottom left of your window.

Using the Specification Search1

 

After that, you want to use your scroll bar at the bottom right to make sure that you see the extensive list of columns that are included on the window.  Finally, you want to choose from the buttons along the bottom to Print, Go to the Item on the Spec Window, Export, Edit Item or Edit Component.  Most users choose to Export to Excel so they have complete freedom to delete columns, change information, etc.  *Please note that Design Manager Cloud does not have the Edit Item and Edit Component buttons.

Scroll and Export Example

 

Want to learn more ways to use the Specification Search Window?

We have an in-depth (but only 30 min!) webinar on our YouTube page that will teach you everything you need to know.

Watch Spec Search Video

 

If you have never used the Specification Search Window, I hope today is your first day.  If you have used the Specification Search Window, please share in the conversation by writing in the comments below.

Lindsay Paoli
Lindsay Paoli
Lindsay is in charge of the Sales and Marketing team at Design Manager and has enjoyed growing the DM company for the past 10 years. In her spare time though, you can find her taking care of her two adorably demanding little rugrats, traveling, enjoying new restaurants or cheering on her beloved Philadelphia sports teams with her friends and family.

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