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 search results page. Name the theme and, using the “advanced” button, specify which record types to include.
Can I sort information in the workspace?
On the Theme page, you can sort information in each section by various fields. Check the “sorted by” line on the top left to know the current field, as shown below. Click on the field name and select a new one to change the sorting.
Can I add to or subtract from the workspace over time?
After creating a Theme, you can add or remove records as needed by using the “+” and “-” buttons located in the top right of each category section. If you make any changes to the theme, all users on the Theme Team will receive a notification.
Why is it important to save a search into a workspace?
Navatar’s Research Tool is a highly versatile feature that can help you prepare for individual meetings, execute an Investment Thesis, run short or long-term initiatives, keep track of major players within a sector/industry, execute mandates and fundraising cycles, or achieve any other objective you can imagine. However, this research is only useful if you can quickly reference it as needed, rather than having to run a new search each time you want to access the information.