Ringgold clients who have their Datasets hosted in Identify Online are quickly able to see exactly where their customers are in the wider scholarly market.

Find your current customers

All Products

In an Advanced Search, use Miscellanous Filters to quickly obtain a list of all of your Direct Customers. Select is a customer of 1 or more products, then hit Search:

Your search results list will contain all organizations that buy at least one of your products, as indicated by the Customer icons:

  Direct Customer      Indirect Customer      Direct and Indirect Customer

See also: Download Search Results
See also: Save Search Results
See also: Datasets

 

By Product Name

In an Advanced Search, use the Products section to quickly obtain a list of all of your Direct Customers of those products only. Select one or more product title, then hit Search:

Tip: To deselect a single Product, Click the product title for removal

  Direct Customer      Indirect Customer      Direct and Indirect Customer

See also: Download Search Results
See also: Save Search Results
See also: Datasets

 

By Customer Detail

In an Advanced Search, use one or more Customer Information fields to find specific accounts based on data fields that you provided during the Identify Audit process:

 

By Consortia

In an Advanced Search, use Miscellanous Filters to quickly obtain a list of your Direct Customers who are:

  • a consortium; finds organizations in the database that have been classified as Ringgold Type = ‘consortium/*any’
  • a consortium member; finds any organization in the database that is also part of one or more buying consortia
  • a consortium with customer member(s); finds organizations in the database that have been classified as Ringgold Type = ‘consortium/*any’ and where any of its members is one of your customers

Tip: Combine Products with Ringgold Types ‘consortium/*any’ for an alternative consortia customer search

See also: Ringgold Types

 

View Product Data in Identify Online

If you are a Ringgold client with Datasets hosted in Identify Online, you can view your Customer data in several ways:

View your Customer & Product Data in an Identify Record

From a Search Results list, view any Identify Record where a Direct Customer is indicated:

Click    Identify Record to view the full organization record.

Your Product details and a summary will be shown in the record:

View your Customer & Product Data in an organization Hierarchy

From a Search Results list, view any Identify Record hierarchy where a   Direct Customer is indicated:

Click   to view the organization hierarchy
Click   to view Customer Data in the hierachy view

Your Customer Data will include Product Details and Totals for each organization in the hierarchy, with an overall Total for the whole organization at the bottom of the page.

Click     to download the hierarchy (will not contain Product Data).

See also: Identify Online Hierarchies
See also: Datasets

Tip: Click again to hide Customer Data in a hierarchy

 

 

Previous step: Identify Online Hierarchies Next step: Prospects in Identify Online

What if I need more help? If you require clarification on any aspects of using our products and services please do not hesitate to contact us. In addition, extra training can be provided online or in person.

Email your enquiries to support@ringgold.com, or Skype 'ringgoldinc'