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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 in Broadstripes will begin with a search. Whether you’re trying to pull up the record of one specific person, or all the people at a certain work location, it’s simple with Quick Search. Click the Quick search link in the left sidebar to open the Quick Search dialog. Sidebar with Quick Search link highlighted

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Searching by name or workplace

The Quick Search dialog has two search fields:
  • Find by name — type a person’s name to search for an individual contact
  • Find by employment/location — type a workplace name to find all workers at that location
Quick Search dialog As you type, Broadstripes suggests matching names for you. Select a suggestion or finish typing and click Go to launch the search. Quick Search showing name suggestions as you type Your search results appear on screen using your current layout. Search results from a Quick Search

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Using search options

To change the layout or output format before searching, click Options to expand additional settings. Quick Search with Options expanded showing Layout and Output format Layout — choose from any of your saved layouts to control which columns appear in the results. Learn more in the Create and save a layout article. Layout dropdown showing saved layouts Output format — instead of displaying results on screen, you can export them as a PDF or spreadsheet (XLSX or CSV). Output format dropdown showing export options After you’ve chosen your options, click Go to launch the search. Depending on your choices, Broadstripes will show the results on screen or generate a file for you to download.
Quick Search is a great way to find contacts fast, but it isn’t the only way to search Broadstripes. The search builder allows you to search using a host of additional criteria. Learn about building your own custom search in the Search builder article.