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
Adding a StakeholderAdding a Stakeholder to your Simply Stakeholders platform.
Adding an InteractionCreating an Interaction to log your engagement activity.
Adding a TaskCreating Tasks on the Simply Stakeholders platform
Adding PropertiesAdding Properties to your Simply Stakeholders database
Bulk EditGiving you the option to update more than one record at a time
Linking Stakeholders and Properties to InteractionsHow to easily link stakeholders and properties to your engagement activity
Importing Records
How you can Import Records for integration into Simply Stakeholders
How should I organise my data for import?Organising your data to import onto Simply Stakeholders
Importing StakeholdersLet us import your spreadsheets & turn them into a smart stakeholder management system for ease-of-use, team-work and reporting.
Importing InteractionsImporting Interactions on the Simply Stakeholders platform.
Importing PropertiesImporting Properties onto the Simply Stakeholders platform
Importing TasksImporting Tasks on the Simply Stakeholders platform
Data CleanseTips and tricks on how the data should be cleaned before loading it to the platform