Search for a Stakeholder

Click the Stakeholders tab on the top of the page.

  1. Enter the individual or organisation name > click the search icon. (The matching records will be listed underneath the heading below, Results.

  2. Use the filters to search for a specific Stakeholder ID (if known) or a group of emails e.g.

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:

  1. 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.

  2. 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.

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