All Collections
Adding & Editing Records
How to add records including Stakeholders, Interactions, Properties, and Tasks
Smart RecordsUse our new AI driven Smart Records to create multiple records from a single source
Stakeholders
How to create, manage, map, and edit your Stakeholders
StakeholderManaging your Stakeholder accounts & getting the most out of Simply Stakeholders
Adding a StakeholderAdding a Stakeholder to your Simply Stakeholders platform.
Stakeholder MappingAn important tool allowing you to analyze stakeholders, develop stakeholder management plans, and engage with stakeholders more effectively.
Relationship Health ScoreHave a quality score automatically calculated based on stakeholder sentiment, stakeholder mapping values, and engagement frequency metrics.
Bulk EditThis function will let you edit more than one record at a time, saving you from needing to do it one by one.
Network MappingAn easy visual chart displaying a Stakeholders connections and relationships
Interactions
A guide to the Interaction types and functions you can utilize through Simply Stakeholders
Adding an InteractionManually add a Stakeholder Interaction on your Simply Stakeholders platform
ComplaintsUsing interactions to track and manage your complaints process
CommitmentsTrack, manage, and log your stakeholder commitments
Tagging AnnotationsUse Tags on annotations for Interactions to monitor and manage emerging issues and trends in your conversations with stakeholders.
Sentiment ScoreAdding sentiment to your interactions will help you track interactions that you can later pull the data and report on.
Enabling AI Generation of Sentiment ScoreEnabling AI Generated Sentiment Score
Tasks
How to create & manage tasks using notifications and task boards
TasksCreating Tasks on the Simply Stakeholders platform
Adding Task BoardsAn effective way to create work flow or handle complaints as part of your grievance process management.
Task NotificationsWhen and how Task Notifications are triggered
Creating a Recurring TaskYou can assign a task to be recurring on a schedule.
Properties
A guide to using the Properties function of Simply Stakeholders
Adding PropertiesAdding Properties to your Simply Stakeholders database
Uploading KLM/KMZ FileHow to load a layers KLM/KMZ file
Geographic MappingSave and view properties efficiently by using the geographic mapping feature
Property Name - versus - Linked StakeholderWhat is the difference between property name and stakeholder