Site Map - Broadstripes Help Center

This page lists all documentation in the Broadstripes Help Center, organized by section.

App Documentation

Overview

Getting Started Overview

Getting Started

Getting In

Register Your Account

Log In and Reset a Password

Passwords and Digital Security Tips

Looking Around

Use the Homepage Tabs

Search by Workplace

Find People and Workplaces

View Your People on a Map

Seeing the Sights

Choose a Layout

Add a Column to a Layout

Download a Spreadsheet List

Print a PDF List

Get Driving Directions for Your List

Learning More

Search

Search Builder: Build an Advanced Search

Search with Multiple Rules

Add Rule Groups to Your Search

Search by Event Step

Search by Event Using Dates

Limiting Searches to Workplaces

Sort Search Results

Save and Share Searches

Search Language Reference

Search Results

Scrolling and Paging Results

Selecting and Deselecting Contacts

Use Keyboard Shortcuts

Data Entry

Record Your Organizing Info

Bulk Actions

Bulk Actions Overview

Assign Event Steps

Assign or Remove Leader

Add/Remove from a Tag List

Set or Update a Custom Field

Change Employment Info

Delete Contact Info

Delete Contacts

Lists & Reports

Basic Lists PDF

Basic Lists Spreadsheet

Scheduling Reports

Status Reports Overview

Creating Basic Reports for Leaders

Spreadsheet Template Reports

Communications

Text Messaging Overview

Getting a Project Ready for Texting

Send SMS Text Message

Text Messaging Opted-In Permissions

Provisioning a Virtual SMS Number

Set a SMS Notification Number

Email Messaging Opted-In Permissions

Using Merge Fields

Customize

Embed a Layout with a Saved Search

Profile Picture

Create a Quick Link

Share a Quick Link

Quick Search Quick Links

Saved Search Quick Links

Status Report Quick Links

Create Relationships

Create Social Groups

Create Events to Track Goals

Changing Your Login Email

Maps

Working with Shapes

Uploading Shape Files

Working with Records

Add a New Person

Add a Shop or Department

Add, Edit or Delete an Address

Components of the Address Form

Working with Flexible Contact Info Columns

Video Tutorials

Support

Admin Guides

Set Up a New Project

Set Up a Project

User and Membership Overview

User Roles and Permissions

Project Settings

Project Settings Overview

General Settings

Change Explorer

Lists, Custom Fields, Events

Assessment Settings

External Systems Settings

Data Imports Settings

User Group Settings

Members Settings

Timeline Item Types

Job Titles Settings

Status Report Definitions

Calculated Columns Settings

Custom House Visit Questions

Outgoing Email Settings

Limited Visibility

Temporary Visibility

Data Import

Data Import Overview

Data Import Fields

Import a Spreadsheet

Changing Phone Contact Info in Bulk

Splitting Names for Import

Converting Custom Fields to External Systems

Data Tools

Data Tools Overview

Leadership Roles

Broadstripes Built-in Fields

Contact Information

Creating an Event

Employment Field and Subfields

Working with Calculated Columns

Assessment Codes

Public Forms

Public Forms Overview

Create Public Form

Standard Fields Tab in Public Form

Form Content Tab

Other Options Tab

Viewing and Downloading Public Forms

Call Center

Using Call Center

Build a Call Script

Add Conditions to a Call Script

Test and Publish a Call Script

Creating Call Center Script

Using Call Pools

API Documentation

Search API

Automated Import

Automated Import Overview

Automated Import Configuration

Automated Import API Reference

Release Notes

⌘I