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2 results found

  1. Choosing to see new results for the week or to see all results for curated searches

    In saved searches, you can choose to see new results for the week or to see all results. However, you can’t do the same for curated searches (so that people viewing the public curated searches can choose to either see new opportunities or all opportunities). It would be great to have a way to do this for curated searches!

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    0 comments  ·  Administrative Tools  ·  Admin →
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    Already Supported  ·  AdminEddie Neuwirth (Product Manager, Ex Libris) responded

    This is supported with workarounds. Curated Searches now display a “view as search” button in the upper right. After clicking “view as search” the user can then toggle between all results or new results for just the week. Users can also use facets for narrowing results or can refine results or save the search for themselves.

  2. Make it easier for admins to make group subsets for different targeted funding searches

    At this time, if an Pivot Admin wants to make a group to send a targeted search or weekly newsletters, for example, they have to add email addresses one by one; this is impractical for setting up groups of >30 people for multiple departments, internal research groups, etc. The proposed solution is to create a workflow to display an institution's organization tree. Then allow an admin to select nodes of the org tree. For all accounts linked to a profile of selected org nodes, add account to a target group. Note: this would not include accounts that are not linked…

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    0 comments  ·  Administrative Tools  ·  Admin →
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    Already Supported  ·  AdminEddie Neuwirth (Product Manager, Ex Libris) responded

    This is partially supported with some different workarounds. Pivot-RP enables you to create a group using an independently maintained group email alias (for example: chemistry_dept@university.edu) if you are regularly sending emails to large groups. You can also create groups by bulk uploading email address from a spreadsheet. When creating a new group, copy and past a column of email address in where it says add new members. If Pivot-RP can link the email address to an existing user account, it will do so and display the user’s name. If it can’t link the account, only the user’s email address will be displayed.

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