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. You can access the tool from the right side of the Quick Links bar at the bottom of Navatar.
How are the results organized?
After searching for a keyword or phrase using the research tool, the system categorizes the results by record type, such as interactions, companies, Intermediaries, etc. Each section includes a preview of the results, and to view all records of a particular type, click the “view all” button at the bottom of the section.
The results page also features a list of all record types on the left side, with the number of included records in the search results. Click on any section from this menu to navigate directly to that section on the page.
Can I search at the record level?
In addition to a system-wide search, you can also search for a keyword or phrase within items attached to a specific record. To do this, navigate to the record you want to search and open the Research tool. Then, enter the keyword or phrase in the search bar and select “Record Specific” from the drop-down menu to search only within that record.
Can I search using a phrase instead of keyword?
When entering keywords into the research bar, the system will search for each word individually.
Ex.: If the words Renewable Energy are entered, the system will search for all instances where the word renewable is mentioned, as well as all instances where the word energy is mentioned.
If you’d like to search for every mention of a phrase, you will need to put quotations around the phrase.
Ex.: If the phrase “Renewable Energy” is entered, the system will search for all instances where the full phrase Renewable Energy is mentioned.
Can I sort the search results?
The order of items on the research results page is fixed. However, if you save the search results to a theme, you will have more customization items to manage the search results.
See: How do I save my search into a workspace?
What information is included in the search results?
Search results will display any Interactions, Companies, People, Deals, Clips, or Files where the searched keyword or phrase appears in the system, including record names, text in any field on the “details” page of each record, system-wide meeting notes, and documents.
Can I save the search criteria?
While you cannot save your search criteria, you can save the records that are populated from a search into a workspace, and then add or remove records from that workspace later as needed.
See: How do I save my search into a workspace?
What control do I have to refine the search criteria?
From the search results page, you can click “advanced” to the right of the search name in the top left corner of the screen to see additional search options.
Search by Keywords
This feature allows you to adjust the keyword or phrase you are looking for.
i.e. If you enter “renewables” in this field, the system will show you every instance where “renewables” is mentioned.
Note: You do not need to search for a keyword, and can instead use the other filters to identify records.
i.e. If you wanted to find all firms that are located in Chicago, you could leave the Keyword field blank, and instead use the other filters to identify records.
Search For Specific Records
This feature allows you to search for a keyword or phrase within the items connected to a certain record. You can stack records using the blue “+” to the right of this field.
i.e. If you want to see every mention of “renewables” that was made in conversations with a specific Investment Bank or Financial Sponsor.
Search By Field Parameters
This feature allows you to search for a keyword or phrase contained within the items connected to a record that fits your selected field parameters. You can stack parameter filters using the blue “+” to the right of the field.
i.e. If you want to see every mention of “renewables” that was made in conversations with firms that are based in Chicago.
Or If you want to see every mention of “renewables” that was made in conversations related to your active deals.
Can I perform actions from the search results?
Once you’ve conducted a search using Navatar’s Research tool, there are a few things you can do with it. You’ll be able to Create a new Theme, add the search to an existing theme, or export the search.
Create a New Theme
To save your Research tool search as a collaborative workspace to manage a sector or initiative, create a theme from the search results. Click “Create Theme” on the top right of the page, name the theme, and specify which record types to include using the “Advanced” button.
See: How do I save the Search into a workspace?
Add results to an existing Theme
You can add the results of your search to an existing theme by clicking “Add to Theme” on the top right of the search results page. Then, select the theme you want to add the results to and use the “Advanced” button to specify which record types to include in the theme.
See: How do I save the Search into a workspace?
Are documents or attachments searchable?
Documents and attachments saved in the system will be searchable if they contain text. For instance, a Word document can be included in the search because the system can search through the text. However, a screenshot of meeting notes would not be searchable as there is no text in the document. All attachments and files will appear in the “Files” section on the search results page.