by Mike Perlongo | Apr 11, 2023
How do I add contacts I have emailed? In the “Contacts” section of any Intermediary page, you can view all contacts you’ve emailed. Navatar tracks email activity in your Outlook and displays it in your CRM. However, only the email subject and sender...
by Mike Perlongo | Apr 11, 2023
Can I easily clone a workspace to create a new one? To duplicate a theme, click the “clone” button in the top right corner of any theme page. This is useful when you want to further customize a new workspace, while keeping the original workspace intact....
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....
