Adding research subjects

A business administrator adds research subjects to NexJ CRM to make the subjects available to users for subscription.

A business administrator creates research subjects from the following research subject types:

Coverage research
Research publications for a company, industry, or sector.
Research analyst
Research publications produced by a research analyst.
Specialty research
Research publications that are not related to a specific security, company, industry, sector, or research analyst.
Other research
Research publications in which you can specify the communication method on the Customize workspace.
To add a research subject:
  1. Navigate to the Customize workspace.
  2. Select the Research Subject Management tab.
    The list of research subjects displays.
  3. Click Add and select a research subject type.
    The Add Research Subject dialog opens.
  4. In the Name field, type a name to describe the research subject for users.
  5. In the Description field, provide a description of the research subject for other business administrators.
  6. If you are creating a coverage research subject:
    1. In Coverage Area, type the ticker symbol, company, industry, or sector to specify a coverage research subject.
      Search results display in the Coverage Area field in ticker symbol, company, industry, or sector format.
      Note: Ticker symbol format displays the ticker symbol followed by the exchange on which the company trades. Company format displays the full name of the company. Ticker symbol and company formats also show the sector and industry that the ticker belongs to. Industry format displays Industry after the industry name followed by the name of the sector to which the industry belongs. Sector format displays Sector after the sector name.
      Note: You can create only one research subject for a company, industry, or sector. For example, you can create only one research subject for the Financials sector.
    2. Select a ticker symbol, company, industry, or sector from the search results.
      The company, industry, or sector displays in the Coverage Area field.
      Note: Selecting a ticker search result returns the company associated with the ticker. The research subject applies to the company, not the ticker.
      Note: Alternatively, you can search for a ticker, company, industry, or sector by clicking the Select button in the Coverage Area field to open the Select Taxonomy dialog.
    3. Click OK.
      The Add Coverage Research Subject dialog closes.
  7. If you are creating a research analyst subject:
    1. In Owner, type the name of the research analyst.
      Search results display in the Owner field.
    2. Select a research analyst.
      Note: Alternatively, you can search for and select a research analyst by clicking the Select button to open the Select Research Analyst Owner dialog.
    3. Click OK.
      The Add Research Analyst Owner dialog closes.
  8. If you are creating a specialty research subject:
    1. In Owner, type the name of the specialty research subject owner.
      Search results display in the Owner field.
    2. Select a specialty research subject owner.
      Note: Alternatively, you can search for and select multiple specialty research subject owners by clicking the down arrow in the Owner field and choosing Select to open the Select Research Subject Owners dialog.
    3. Click OK.
      The Add Specialty Research Subject dialog closes.
  9. If you are creating a research subject for other research:
    1. In Communication Method, select or clear the Email or Document check boxes to specify how to deliver the publication to the contact.
      Note: You must select at least one communication method.
    2. In Owner, type the name of research owner.
      Search results display in the Owner field.
    3. Select a research owner.
      Note: Alternatively, you can search for and select research owners by clicking the down arrow in the Owner field and choosing Select to open the Select Research Subject Owners dialog.
    4. Click OK.
      The Add Other Research Subject dialog closes.
The research subject is added to the system and is available in the Contacts workspace in the Subscriptions tab for a contact.