Working with Contact Records

How to populate your project with the contacts you’re organizing.

Add a new person

Add a new person

If you are entering a new person or new organization in Broadstripes, click Person or Organization from the CREATE A NEW section of the toolbar on the left-hand side of your window as shown below. Create a new record for a person or org by using the links in the...
Email messaging permissions – opt in an email

Email messaging permissions – opt in an email

Email messaging permissions Opt in multiple workers at once to receive Broadstripes emails This article only covers one step in the process of sending email messages with Broadstripes – how to mark workers’ email addresses as “Opted in.” Check out...
Text messaging permissions – opt in a cell phone (+video)

Text messaging permissions – opt in a cell phone (+video)

Overview One of the most convenient features of Broadstripes messaging is that it allows you to send an SMS text to one or multiple workers at once. But first, each worker will need to provide a valid cell phone number and consent, or be “Opted in,” to...
Components of the Address Form

Components of the Address Form

Broadstripes uses powerful logic that helps you get the most out of the contact information you collect. Whether you are entering worker records through an import, or entering records manually, address information is key data – and you can view, enter, update, or...
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...