Organizer Guides Start learning the basics, and maybe pick up a few advanced moves. Featured Video Getting started – Product tour Getting Started Getting started (+video)Register your accountLog in (and reset a password)Tour your homepageUse the Quick SearchSearch for a personSearch for people by their workplaceAdd flexible contact info columns to a layoutChoose how data is displayed (layout)Add a column to a layoutRecord your organizing info (data entry)Print a listDownload a list as a spreadsheetView your people on a mapGet driving directions for your listPasswords and Digital Security Tips Search Use the Quick SearchSearch for a personSearch for people by their workplaceAdd an employer filterSort search resultsSearch Builder – build an advanced search (+video)Save and/or share useful searchesAdd a rule or multiple rules to your searchAdd rule groups to your search (+video)Search by event-related infoSearch event info using dates or a timeframeBroadstripes search language Viewing Search Results and Editing Contacts in Bulk (Actions) Scrolling and paging through search resultsUsing keyboard shortcutsSelecting (and deselecting) contactsActions overview – make changes to contacts in bulkActions – Email (send bulk email messages)Actions – Text (send bulk SMS messages)Actions – Add to list/Remove from listActions – Assign event stepsActions – Assign to leader/Remove leaderActions – Set custom fieldActions – Change Employment, Department, Job TitleActions – Delete contactsActions – Delete contact info Sending SMS Texts and Mass Emails with Messaging Email messaging permissions – opt in an emailText messaging (+videos)Text messaging permissions – opt in a cell phone (+video) Lists and Reports Basic Lists – PDFBasic lists – spreadsheetStatus reports Customize Add flexible contact info columns to a layoutChoose how data is displayed (layout)Add a column to a layoutAdding Profile picsEmbed a layout with a saved searchCreate and save a layoutCreate and save a sortCreate quick linksQuick search quick linksSaved search quick linksStatus report quick linksCreate relationships to track connections between contacts (+video)Create social groups to track workers by any traitCreate events to track your goalsSave and/or share useful searches Maps Maps overviewHow maps workWorking with shapes Working with Contact Records Add a new personEmail messaging permissions – opt in an emailText messaging permissions – opt in a cell phone (+video)Add a shop or department (organization)Components of the Address FormAdd, Edit or Delete an AddressWorking with flexible contact info columns Search for: