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App documentation
How to use Broadstripes
Overview
Welcome to Broadstripes! ▶️
Getting started
Getting in
Looking around
Seeing the sights
Learning more
Search
Search results
Data entry
Bulk actions
Lists & reports
Basic Lists PDF
Basic lists spreadsheet
Scheduling Reports
Status reports
Leader reports
Spreadsheet template reports
Communications
Text messaging overview ▶️
Get verified to send texts
Send text messages
Text messaging permissions - opt in a cell phone ▶️
Provisioning a virtual SMS number
Set a SMS notification number
Send emails
Email messaging permissions - opt in an email
Using merge fields
Making call center calls
Customize
Choose how data is displayed (layout)
Add a column to a layout
Flexible contact info columns ▶️
Embed a layout with a saved search
Adding Profile pics
Create and save a layout
Create and save a sort
Create quick links
Share quick links
Quick search quick links
Saved search quick links
Status report quick links
Create relationships ▶️
Create social groups to track workers by any trait ▶️
Create events to track your goals
Changing your login email
Maps
Maps overview
How maps work
Working with shapes
Uploading Shape Files
Working with records
Add a new person
Email messaging permissions - opt in an email
Text messaging permissions - opt in a cell phone ▶️
Add a shop or department (organization)
Add, Edit or Delete an Address
Components of the Address Form
Working with flexible contact info columns ▶️
Merging contacts
Admin guides
Set up a new project
Project settings
Data Import
Data tools
Public forms
Call Center
Video Tutorials
Video Guides
Support
Contact Us
Privacy Policy
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Create and save a sort
Embed a layout with a saved search
Create and save a layout