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Much of the work you do in Broadstripes will begin with finding a record — one specific person, or all the people at a certain work location. The quickest way to do either is right from your homepage.

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The Find cards

On the Home tab of your homepage, you’ll see the Find people and Find workplaces cards. (If your project doesn’t have workplaces yet, only Find people appears.) The Find people, Find workplaces, and Log a conversation cards on the homepage Home tab

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Find people

Click the Find people card to expand it. It gives you two ways to search:
  • Search by name — type a person’s name to pull up their individual record.
  • See everyone at … — type a work location into the “Which location?” field to list everyone employed there.
The Find people card expanded, showing the Search by name and Which location fields As you type a name, Broadstripes suggests matching people, showing each person’s assessment and workplace. Select a suggestion (or press Enter) to run the search. Name suggestions appearing as you type in the Find people card The person’s record appears in the Search Results panel, where you can click their name to open their complete record.

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Find workplaces

Click the Find workplaces card and start typing a work location’s name. Select the workplace to run a search for it — the workplace appears in the Search Results panel, where you can click its name to open its record. The Find workplaces card expanded, showing the location search field
The Find cards are the fastest way to look up a record, but they aren’t the only way to search Broadstripes. You can search for a person by name from the search bar at the top of any page, and the search builder lets you search using a host of additional criteria. Learn about building your own custom search in the Search builder article.