Search for a Stakeholder
Click the Stakeholders tab on the top of the page.
- Enter the individual or organisation name > click the search icon. (The matching records will be listed underneath the heading below, Results.
- Use the filters to search for a specific Stakeholder ID (if known) or a group of emails e.g. @domain.com
Tip: If no details are entered and the search icon is clicked, a list of all records will show.
Search for an Interaction
There are 2 options to search for interactions:
- Click on the Interaction tab in the menu bar and if you know what you are looking for. Enter keywords or the interaction subject in the search field > click the search icon. You can "Show filters" if you know the date or method.
- Open Advanced search by clicking the search icon in the menu bar, choose Interactions and then select the filters to narrow your search.
Tip: Clicking the search icon without selecting filters will list all interactions in the account.