by Mike Perlongo | Apr 11, 2023
Themes are in an incredibly versatile feature. They can be used to create a workspace for any combination of records. Thus, there are nearly an infinite amount of initiatives that can be Organizing an Investment Thesis Themes allow you to compile lists of records of...
by Mike Perlongo | Apr 11, 2023
How do I save the search into a workspace? Creating a theme from a Research tool search allows you to save your search as a collaborative workspace for managing a sector or initiative. To create a new theme, click “Create Theme” on the top right of the...
by Mike Perlongo | Apr 11, 2023
How do I search system wide on a particular topic? Navatar’s Research Tool displays all references to a keyword or phrase throughout the system, including record names, text in any field on the “details” page of each record, meeting notes, and system documents....
by Mike Perlongo | Apr 11, 2023
How can I take snippets of information and save them to one place like a notepad in Navatar? Clips enable you to capture specific pieces of intelligence from various areas of Navatar and consolidate them into one location. To create a clip, click the...
by Mike Perlongo | Apr 11, 2023
Can I pull all my intelligence around a topic into one place? Navatar allows users to search the entire system for items related to a specific sector, initiative, or topic and consolidate them into a single workspace. This space serves as a collaborative area for...
