by Mike Perlongo | Apr 11, 2023
How can I log an email from Outlook? Unlike Calendar Events, emails in Outlook must be manually synced with Navatar. To save an email, open it in Outlook and use the Navatar Plugin. Click “Save Email,” choose which items you’d like tag to the email, and...
by Mike Perlongo | Apr 11, 2023
Creating Records from the Mobile Home Page At the top of the Navatar Mobile homepage, you have the option to create an interaction, firm, or contact record. Tap the type of record that you would like to create, and then Creating Records from the Mobile Object Pages In...
by Mike Perlongo | Apr 11, 2023
There are various locations in the site where new records can be created, strategically placed to align with standard use case workflows. However, if there is a need to create a new record but there is no option available on the current page, the Quick Links...
by Mike Perlongo | Apr 11, 2023
What are Fundraising Contacts? Fundraising Contacts allow you to keep stock of the people from the investor side associated with fundraising processes. You can see fundraising contacts from the “Fundraising Contacts” section on the bottom of any fundraising page. How...
by Mike Perlongo | Apr 11, 2023
What is a Fundraising? A Fundraising record tracks your efforts to get an individual investor to commit to an individual fund. Think of it as a bridge between an investor and fund. Here, you can see all the communications that you’ve had with the investor surrounding...
