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Documentation Index

Fetch the complete documentation index at: https://help.broadstripes.com/llms.txt

Use this file to discover all available pages before exploring further.

Much of the work you do with Broadstripes will begin with a search. Broadstripes’ powerful search makes it simple to find and work with your people.

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Search by a worker’s name

  1. Place the cursor in the search box at the top of the screen, just to the right of the Broadstripes logo, and begin typing the name of someone you’d like to find.
  2. As soon as you’ve typed a few characters, Broadstripes will begin suggesting the names of people in the database who match your text. Each suggestion shows the person’s name and their workplace. Search autocomplete showing name suggestions as you type
  3. When you see the person you’re looking for, use your mouse or the up- and down-arrow keys to select their name, then press Enter to run the search.
  4. The person’s record will appear in the Search Results panel.
  5. From the Search Results panel, you can click on the person’s name to open their complete record. You can also click the Quick view icon () in the Quick view column to open a dialog with their contact info and other key data. Search results showing the Quick view dialog for a person
  6. The Quick view dialog has two tabs:
    • The Info tab shows the person’s Broadstripes ID, phone numbers, email addresses, home address, and organizing information.
    • The Quick actions tab provides shortcuts for common tasks like adding a timeline item, calling, sending an SMS, or jumping to the person’s record.