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
Add a StakeholderEasily add a stakeholder to your Simply Stakeholders platform.
Add an InteractionCreate 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
Organise Your Data for ImportSome tips for getting your data ready for import.
Import RecordsImport spreadsheets to create stakeholder, interaction, property, and task records.
Data CleanseTips and tricks on how the data should be cleaned before loading it to the platform