Help Articles


Temporary visibility

Temporary visibility

Overview In cases where users shouldn’t have full access to the project’s data, Broadstripes allows admins to control what data a basic user is able to see in a project with two optional features: “Limited Visibility” and “Temporary...
Add, Edit or Delete an Address

Add, Edit or Delete an Address

Broadstripes allows you to record any number of addresses for each person in your project. You can save a home, business, or other address, and also keep track of addresses you want to flag as unusable or “bad.” Broadstripes even tracks the changes you or...
Changing your login email

Changing your login email

You may need to change the email address that you use to log into Broadstripes and receive communications. (Can no longer access email, email has been compromised, etc.) Users can change the email that is associated with their user login on their personal settings...
Splitting names into separate columns for data import

Splitting names into separate columns for data import

  When importing data into Broadstripes, it is essential that your data is in “good shape” and in the correct format. One common formatting issue is a single name column in your spreadsheet that includes the full name instead of the first name, middle...
Data Import Fields

Data Import Fields

Prepare your spreadsheet for import In this article, we will explain how to prepare various types of data for import. The table below outlines the different data fields and their required formatting to ensure a smooth and efficient upload. Certain data fields will...
Changing phone contact info in bulk

Changing phone contact info in bulk

On occasion, you will need to change phone numbers from one phone type to a different phone type (eg, Home phone to cell phone). When you need to switch many phone numbers, changing the phone types (or other phone metadata) one by one could become tedious. There is a...
Utilizing Change explorer

Utilizing Change explorer

Overview The Change explorer on the Recent Changes tab gives a more effective level of detail about changes that have occurred in your project. Change explorer gives you all the details to identify how, when, and by whom changes were made throughout your project....
Working with Timeline types

Working with Timeline types

Overview A contact timeline is a perpetual history of notes, events, conversations, and interactions with a contact. The timeline will record and display emails, text messages, changes in assessments, and other important subjects. A timeline item provides details on...
Limited visibility

Limited visibility

Overview Sometimes an organizing team will include activists or volunteers who aren’t well-known to the team’s leadership or who, for other reasons, simply shouldn’t have full access to the project’s data. When this is the case, you can turn on...