Preferences - Watchlists

In the Preferences window, you can create watchlists and manage your affiliations. Click the Preferences tab to open the Preferences window and then select from the following options:

• My Watchlists - Create watchlists that present customized news and information.
• My Affiliations - Create your affiliations for g2's relationship mapping technology.
• My Profile - Edit your contact information and change your password.
• Dow Jones g2 Toolbar - Download the installer for the Dow Jones g2 Toolbar.

My Watchlists

Watchlists present personalized news and information about the companies and executives that are important to you. Your Trigger Watchlist delivers news about significant business events, such as mergers and acquisitions. You can view your watchlists by clicking the TRIGGERS, EXECUTIVES, or COMPANIES tabs.

To create a watchlist, click the My Watchlists tab to open the Watchlist Menu, as shown below.

You can choose from the following types of watchlists:

• Company Watchlist
• Executive Watchlist
• Trigger Watchlist
• Named Trigger Watchlist
• Industry Watchlist
• Location Watchlist

Company Watchlist

The Company Watchlist tracks news and trigger events for the companies you are interested in. To add a company to the Watchlist:

1. Click Company Watchlist to open the My Company Watchlist window.
2. Type the name of the company in the ADD A COMPANY input box.
3. Click Search. The results are displayed in the Company Watchlist pane.
4. Select the check box next to the company you want to add.
5. In the TYPE drop-down list, select the type of relationship you have with the company.
6. Click UPDATE WATCHLIST.

The results are displayed in the My Company Watchlist window.

You can edit the Company Watchlist as follows:

• To remove a company from the Watchlist, select the check box next to the company and click REMOVE.
• To change the type of relationship you have with a company, select a new relationship from the TYPE drop-down list and click SAVE.

You can view the Company Watchlist in the Companies window.

Companies Added by a g2 Administrator

g2 administrators can also add companies to your Company Watchlist. For example, an administrator might add the companies for which you have customer accounts to your Company Watchlist.

When a company is added this way, it might not be successfully matched to a company in the g2 database. Unmatched companies are displayed in the My Company Watchlist window, next to the "Unmatched to g2 database" icon , but they are not displayed on your Company Watchlist. To add an unmatched company to the Company Watchlist, you must match it with a company in the database as follows:

1. Click the Edit icon next to the name of the company.
2. In the Search Items Found pane, select a company match in the Primary column.

3. Click SAVE.

The company is then displayed in your Company Watchlist, and the unmatched company icon is removed from the My Company Watchlist window.

Executive Watchlist

The Executive Watchlist tracks news and trigger events for the companies you are interested in. To add an executive to the executive watchlist:

1. Click Executive Watchlist from the Watchlist menu to open the My Executive Watchlist page.
2. Type the executive's first and last names in the ADD AN EXECUTIVE input boxes.
3. Click SEARCH
4. Select the check box next to the executive you want to add.
5. Select a strength level for your relationship to the executive by placing the cursor over the relationship strength icon and selecting a circle in the pop-up menu to specify the strength.
6. Click UPDATE WATCHLIST.

You can view the Executive Watchlist in the Executives window.

Trigger Watchlist

Triggers are significant business events, such as management changes, or stock and bond ratings. You can monitor specific types of triggers on your Trigger Watchlist.

Note: If you are designated as a Trigger Administrator, you also have access to the Shared Triggers tab, which enables you to share a named trigger with a group of users at your company. See Shared Triggers on the Administration help page.

To add a trigger to the Trigger Watchlist:

1. Select Trigger Watchlist from the watch list preferences menu. This displays a list of trigger categories and events.
2. Select the trigger events that you want to track. Selecting a category, such as "Employment," automatically selects all trigger events in the category.
3. Click SAVE to save your selections.

You can view your triggers on the Trigger Dashboard in the Triggers window, as shown below.

You can use the Industry Watchlist and Location Watchlist to filter your trigger results by industry type or geographical region. For example, to display only trigger events that occur in New York State, select New York in your Location Watchlist.

Named Triggers

Named triggers are custom triggers that enable you to filter trigger results based on specific companies or executives, as well as industries or regions. Named triggers are displayed on the Named Trigger Dashboard in the Triggers window. You can also request to be notified by email whenever a named trigger event occurs.

Example - Creating a Named Trigger

The following example shows how to create a named trigger that tracks management changes at I.B.M.:

1. Select Trigger Watchlist from the watch list preferences menu.
2. Click Named Triggers to open the My Named Trigger Watchlists window.

3. Click NEW.
4. Type a name for the trigger in the TRIGGER NAME input box - for example, "I.B.M. Management Changes." You can specify filter conditions for the named trigger using the drop-down lists to the right of the trigger name. The named trigger only displays results that meet all of the specified conditions. Each drop-down list provides the following options:
• My Watchlist - Use the standard watchlist to specify the condition.
• Custom List
- Create a custom list to specify the condition.
• All - Return all results for this condition - that is, do not filter results based on this condition.
The next two steps create custom lists for triggers and companies.
5. Create a custom list of the events you want to track as follows:
1. Select Custom List on the TRIGGERS drop-down list.
2. Click the EDIT button.
3. In the My Custom Trigger Watchlist window, select the check boxes next to the trigger events you want to track.
4. Click the SAVE button at the bottom of the window.
5. Click RETURN TO NAMED TRIGGERS.
6. Create a custom list that contains the single company I.B.M. as follows:
1. Select Custom List on the COMPANIES drop-down list.
2. Click the Edit button to open the My Custom Company Watchlist window.

3. Click ADD.
4. Type "I.B.M." in the ADD A COMPANY input box.
5. Click SEARCH.
6. Select the check box next to the name of the company you want to add.

7. At the bottom of the window, click UPDATE CUSTOM LIST.
8. Click RETURN TO NAMED TRIGGERS.
9. If you want to receive an email notification when a trigger event for the named trigger occurs, select the check box below "EMAIL."
10. Click SAVE.

The named trigger appears in the My Named Trigger Watchlists window, as shown below.

To remove the named trigger, click REMOVE.

Note: For shared triggers, only the trigger administrator who created the named trigger can remove or edit it. So, except for the trigger administrator, the REMOVE button is disabled for a shared trigger. However, you can change the Email and Activate (ACT) options for a shared trigger using the Edit button.

For other named triggers, you could filter results by specifying lists of executives, industries or locations.

You can view the named trigger by selecting the TRIGGERS tab in the g2 window.

When trigger events occur, g2 displays a check mark in one or more of the columns to the right of the trigger name. To view the trigger details, click the name of the trigger.

Notes:

• All the conditions you specify for a named trigger must be true for an event to generate a result. In the example above, since both triggers and companies are specified, only events that involve management changes at I.B.M. will generate a result.
• If you are not using an information type to define a named trigger, change its drop-down list setting to ALL.
• If you select My Watchlist on any of the drop-down lists, g2 uses the settings for the corresponding standard watchlist to define the trigger.
• To temporarily deactivate a named trigger, so that it is not displayed in the Named Trigger Dashboard, clear the ACT check box.
• You can specify how often g2 checks to see whether a named trigger event has occurred in the E-Mail Frequency drop-down list. For example, if you select Hourly, g2 checks for named trigger events every hour, and sends you an email notification if a trigger event has occurred in the past hour. The E-Mail Frequency setting applies to all named triggers.

Shared Triggers

g2 trigger administrators can share their named triggers with other users in a user group. If a trigger administrator has shared a trigger with a user group that you belong to, the named trigger will appear in your Trigger Watchlist with a flag in the ST (shared trigger) column, as shown in the example below.

Industry Watchlist

The Industry Watchlist filters your trigger results by industry. When you select industries in the Industry Watchlist, the Trigger dashboard only displays triggers for those industries.

To add an industry to the Industry Watchlist:

1. Click Industry Watchlist from the Watchlist menu. This displays a list of industries, a portion of which is shown below.
2. To select all of the industries in a category, such as Aerospace & Defense, select the check box next to the category. Alternatively, you can leave the category check box blank and select specific industries within the category.
3. Click SAVE to save your selections.

Location Watchlist

The Location Watchlist filters your trigger results by geographical area. When you select U.S. states or Canadian provinces in the Location Watchlist, the Trigger dashboard only displays triggers for events in those locations.

To add a state or province to the Location Watchlist:

1. Select Location from the watch list preferences menu. This displays a list of U.S. states and Canadian provinces.
2. Select the states or provinces for the region you are interested in.
3. Click SAVE to save your selections.

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