Customize
Set up your layout and search tools to match your workflow.
Choose how data is displayed (layout)
What is a layout? Together with searches, layouts let you see the contact information you need in the format that works best for your process. While a search filters the set of contacts displayed by the criteria you choose, a layout determines which exact information...
Adding Profile pics
Overview Broadstripes allows users to add a profile picture to a person’s record. You can attach an image to go along with the person’s information. Broadstripes will even produce a picture grid to take with you for house visits and events. Upload a profile pic Go to...
Add a column to a layout
Overview Broadstripes’ layouts let you customize the contents of the search results panel. Using the layout builder tool, you can choose just the columns of data you want to see, and leave out anything that might get in the way. This article will step you...
Embed a layout with a saved search
Embedding a layout with your saved search means you’ll see the same columns of data each time you run the search – without added steps. To start, run the search that you want to embed with a new layout. (Learn more about creating searches in the Search by name...
Create and save a layout
Access crucial information quickly by creating saved custom layouts for your project. Together with searches, the Broadstripes layout feature is your key to viewing the records you want in a format that matches your workflow. Layouts let you completely customize the contents of the search results panel. You can choose just the columns of data you want, and leave out the ones that might get in the way. While a search filters the set of contacts displayed by the criteria you choose, a layout determines which exact information to display about those contacts, and in what order.
Create and save a sort
Sort search results Sometimes a search brings back the records you need, but they’re hard to make sense of because of the way they’re ordered. For example, in a search for workers with signed cards, you may be given results ordered by last name, when what...
Create quick links
Overview Quick Links offer a simple dashboard customized to your specific needs—a fast one-click entry point to your most frequent searches or reports. Configuring quick links is simple, and once it’s done, your customized quick links appear automatically, each time...
Quick search quick links
Why add a quick search link? Since quick search is already easy to access and simple to use, you may wonder why you’d need to add it to your quick links tab. What you might not know is that adding a quick search quick link allows you to have all the advantages...
Saved search quick links
Intro If you’re like other Broadstripes users, you probably have a few saved searches that you use more than the rest. With quick links, you can add any saved search to your quick links tab; you’ll have your most important searches right at your...
Status report quick links
Intro Adding a status report to your quick links tab puts up-to-date aggregate counts just a click away. What’s more, when you create the quick link, you can select how you want Broadstripes to present the reports: on-screen, or as PDF or Excel files that you...
Create relationships to track connections between contacts (+video)
Intro If the Broadstripes “relationship” function is enabled for your project, you have the ability to track special relationships between individual workers. You can choose between a number of defined relationship types such as “Friend” or “Neighbor.” Once you’ve...
Create social groups to track workers by any trait
Intro Social groups are a feature that let you group and view workers by anything they have in common – whether it’s the sports teams they follow, a common native language, or a shared break time. Why use social groups? Social groups can be a great organizing...
Create events to track your goals
Events let you create custom check-offs to record and report information about your workers.