Why multi-tagging is important to be able to access relevant information
When you have conversations with bankers, executives, and advisors, you often refer to various other companies, banks, and people. Therefore, linking these conversations to each relevant item is crucial to track the frequency of its mention. This comprehensive approach provides you with a firm-wide intelligence overview related to a particular item.
How do companies/deals/contacts get automatically multi-tagged by Navatar?
Once you enter your meeting notes into the meeting note window, whether by typing, pasting, or importing them, Navatar will scan the text of the meeting notes for any related items in your database. Before saving the note, Navatar presents you with a list of suggested items to tag, as shown below. Select the items you’d like to tag from this screen using the checkboxes on the left, and click “Tag.”
What if I don’t want automated multi-tagging?
Multi-tagging simplifies meeting note entry by minimizing the required effort. However, if you want to avoid tagging records suggested by the system, you can simply click “cancel.” This will still save the notes and tags as entered on the previous screen, but will not tag any of the suggested items from this screen.
If necessary, automatic tagging can be deactivated completely, although we do not recommend it. For more information, contact our concierge support team.
How to simply multi-tag associated records using ‘@’ symbol
Navatar automatically detects records mentioned in your meeting notes and allows you to tag them. However, you can also manually tag items directly in the meeting note. Simply type the “@” symbol while typing your meeting notes and enter the name of the record. A dropdown will show any matching records from your CRM, as shown below. Click on the desired record to tag it to the meeting.
How to manually multi-tag items in meeting notes
At times, there may be items related to a meeting that weren’t explicitly mentioned in the meeting notes. In such cases, you can manually tag the items using the tag icon located at the bottom of the meeting note window. Simply search for the desired item in the lookup field.
How to easily create new company if tagged company doesn’t exist in Navatar
In some meetings, you may come across a firm that is not yet in your Navatar database. Fortunately, you can easily create a new company record while entering meeting notes. Type the “@” symbol followed by the name of the company as you enter your notes. When you save the meeting notes, Navatar will guide you through the process of creating the new company record. Once created, the system will automatically tag the new company to the meeting.
How to easily create new deal if tagged deal doesn’t exist in Navatar
There may be some meetings where you discuss deal opportunities that do not yet exist in the system. There is no way to create new deals directly from the meeting note entry window. However, you can quickly create a new deal from the “Create” button from the right side of the navigation bar at the bottom of Navatar. Select “deal” and follow the prompts to create the new deal.
How to easily create new contact if tagged contact doesn’t exist in Navatar
In some meetings, you may come across a person that is not yet in your Navatar database. Fortunately, you can easily create a new contact record while entering meeting notes. Type the “@” symbol followed by the name of the person as you enter your notes. When you save the meeting notes, Navatar will guide you through the process of creating the new contact record. Once created, the system will automatically tag the new contact to the meeting.
