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Single Stakeholder

Overview​

Single Stakeholder lets you view stakeholder details in the Stakeholders module. You use it to see the stakeholder’s information and work with the stakeholder record using the available user actions.

How to access​

  1. In the Compass sidebar, go to Stakeholders.
  2. From the Dashboard, open a stakeholder to go to Single Stakeholder.

Key features​

  • View Stakeholder Details so you can see the stakeholder record information.
  • Save Changes to keep updates you make to the stakeholder record.
  • Delete Stakeholder to remove the stakeholder record.
  • Bulk Delete is available as a user action in the Stakeholders module.
  • Delete Contact is available for removing a contact from the stakeholder record.
  • Contact Item is used to display contact information on the stakeholder record.

Field descriptions​

  • Name: The stakeholder’s name.
  • Type: The stakeholder type.
  • Status: The stakeholder status.
  • Approval Status: The stakeholder approval status. Values include Approved, Black-listed, and Not Approved.
  • Contract Status Name: The stakeholder’s contract status name.
  • Coverage: The stakeholder coverage.
  • Base Information: The stakeholder’s base information fields.
  • Contact: The stakeholder contact information.
  • Address: The stakeholder address information.
  • Notes / Note: Notes stored on the stakeholder record.
  • Conditional Field: A field that appears only when the stakeholder record meets the required condition(s) configured for that field.