Get Started
How to get up and running as a new Broadstripes user.
Register your account
Welcome to Broadstripes! Getting started with Broadstripes is simple. It all begins when your Broadstripes administrator creates your account and emails you an invitation to join. You’ll follow the link in that email to set a password and log in to the app....
Log in (and reset a password)
Log in as a Broadstripes user You’ll need to have been invited to Broadstripes and completed registering your account before you can log in to the app for the first time. If you haven’t received an invitation to join Broadstripes, ask your administrator to...
Tour your homepage
Quickly find people by name or workplace.
Use the Quick Search
Quick search 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...
Search for a person
To search by a worker’s name simply 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.
Search for people by their workplace
Intro Sometimes you want to search for a single person by name; at other times, you may want to see a group of people all at once. A common case is when you want to see everyone who works in a particular shop or department. For this example, we’ll search for...
Add flexible contact info columns to a layout
Overview Broadstripes’ layouts let you customize the contents of the search results panel. With flexible contact info columns, you can can decide on the fly which contact info you want displayed and what type of contact data you don’t want to see. You can also...
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...
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...
Record your organizing info (data entry)
Overview When you join an organizing project, you’ll use Broadstripes to record organizing information as you collect it. With Broadstripes, you won’t need to go to a special data-entry screen to record all that info — you can update any records you see...
Print a list
Overview With Broadstripes, it’s easy to print your organizing information as a list using the reports feature. Here are a few reasons you might want to print a list: you can bring your information with you in hard copy to house visits and check-in meetings for...
Download a list as a spreadsheet
Overview The Broadstripes Reports function allows you to download a list to your local machine as a spreadsheet (.xls or .csv) where it will be accessible to you even if you are offline. Once the information is in a spreadsheet format, you can manipulate and edit it...
View your people on a map
Get started With Broadstripes’ Maps feature, you can easily view any list of people on an interactive map. Start by clicking the Maps link on the navigation panel. Clicking this link takes you to Broadstripes’ Maps page. You’ll see the location of...
Get driving directions for your list
Simplify workflow by choosing the right layout for the job. Together with searches, layouts let you see the contact information you need in the format that works best for your workflow. 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.