Organizer Guides

​Search

• Use the Quick Search
• Search for a person
• Search for people by their workplace
• Add an employer filter
• Sort search results
• Search Builder – build an advanced search (+video)
• Save and/or share useful searches
• Add a rule or multiple rules to your search
• Add rule groups to your search (+video)
• Search by event-related info
• Search event info using dates or a timeframe
• Broadstripes search language

Viewing Search Results and Editing Contacts in Bulk (Actions)

• Scrolling and paging through search results
• Using keyboard shortcuts
• Selecting (and deselecting) contacts
• Actions overview – make changes to contacts in bulk
• Actions – Email (send bulk email messages)
• Actions – Text (send bulk SMS messages)
• Actions – Add to list/Remove from list
• Actions – Assign event steps
• Actions – Assign to leader/Remove leader
• Actions – Set custom field
• Actions – Change Employment, Department, Job Title
• Actions – Delete contacts
• Actions – Delete contact info

Sending SMS Texts and Mass Emails with Messaging

• Email messaging permissions – opt in an email
• Text messaging (+videos)
• Text messaging permissions – opt in a cell phone (+video)

Lists and Reports

• Basic Lists – PDF
• Basic lists – spreadsheet
• Status reports

Customize

• Add flexible contact info columns to a layout
• Choose how data is displayed (layout)
• Add a column to a layout
• Adding Profile pics
• Embed a layout with a saved search
• Create and save a layout
• Create and save a sort
• Create quick links
• Quick search quick links
• Saved search quick links
• Status report quick links
• Create relationships to track connections between contacts (+video)
• Create social groups to track workers by any trait
• Create events to track your goals
• Save and/or share useful searches

Maps

• Maps overview
• How maps work
• Working with shapes

Working with Contact Records

• Add a new person
• Email messaging permissions – opt in an email
• Text messaging permissions – opt in a cell phone (+video)
• Add a shop or department (organization)
• Components of the Address Form
• Add, Edit or Delete an Address
• Working with flexible contact info columns