You can use the Directory to create, search and manage individual and organization stakeholders that are important to you.
To Create a New Stakeholder
To create a new individual or organization contact, click on the "Create Contact" button. For more information on creating contacts, check out this article: Directory FAQs
To Search for Stakeholders
Searching by Name
You can search for an individual stakeholder by first or last name using the search bar under "Search by Name". If you'd like to find an organization stakeholder, you can search for the organization's name.
Filtering
If you're looking for a general list of stakeholders, you can use filters to search across all stakeholders, individual stakeholders or organization stakeholders. Each type allows you to filter for different data types:
Stakeholder Type | Filters | Data |
All |
Labels |
Labels that were created in your account |
Issues | Issues that were created in your account | |
People | Contact Type |
Custom Contacts, U.S. State Legislators, U.S. State Executives, U.S. Federal Legislators, U.S. Federal Executives, Members of EU Parliament, Global Legislators *Options depend on the data that you are subscribed to |
Legislator Status | Active, Inactive | |
Legislative Chamber | Senate, House | |
Title | Search for the stakeholder's title | |
Organization | Search for stakeholder's organization | |
Labels | Labels that were created in your account | |
Issues |
Issues that were created in your account |
|
Organizations | Contact Type | Custom Contacts, U.S. State Committees, U.S. Federal Committees |
Labels | Labels that were created in your account | |
Issues | Issues that were created in your account |
To Manage Stakeholders
After you've found the stakeholders you're looking for, you can view the Name, Title, and associated Organization (if applicable) for each stakeholder. To add stakeholders to Issues or to add labels to stakeholders, select the stakeholders and click on the Add to Issue or the Add Labels button on the top right corner of the page.
Note: We are constantly rolling out updates and making improvements in the platform. Please help us keep the Help Center up to date by reporting any information that may need some updating at support@fiscalnote.com.
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