Help Center

Cause IQ offers several collaboration features to help teams work more efficiently and stay organized when working in the platform. These features help you quickly add context to the charities, associations, foundations, and other nonprofits you are working with, such as when you previously exported them, if you (or a colleague) has added them to a custom list, or special notes on whether a particular organization is a good fit or not. If you are working with a team with multiple user licenses, you can also share your manually created lists, saved searches, and remembered exports with your colleagues.

The notes feature makes it easy to keep track of your research within the platform. For users who work with colleagues within Cause IQ, this feature also supports seamless collaboration. The notes you create are saved directly on the organization’s profile page and can also be accessed on your Dashboard.

How to create a note

Begin by navigating to the “Your activity with Organization Name” (activity history) section of the organization profile page. Click on the textbox located directly below the “Add new note” header and start typing. To save the new note, click the “Add note” button below the textbox.

The new note will then be added to the activity history on the organization’s profile page. Once the note has been saved, you can edit or delete it by clicking on either option as shown in the screenshot below.

Accessing notes on your Dashboard

Notes that you create and save are also available on your Dashboard. To view your notes, navigate to the “Overview” section of your Dashboard and select “Activity history” from the menu. Next, click in the “My notes” option as shown below.

From this section of your Dashboard you have the option to view all notes, notes created by only you, and notes created by your colleagues. If you wish to see the note in the organization's profile page, click on the blue linked organization name. To edit or delete the note, you will need to access it within the organization's profile page.

The activity history section, located within an organization’s profile page keeps track of how you have interacted with the organization in Cause IQ. This section shows when you have done the following in relation to the organization:

• Viewed profile
• Exported record
• Created note
• Matched from CSV file
• Added to a list

Shared activity history

If you have colleagues who also work within Cause IQ with a separate user license, this activity section will become a shared activity history. You can view your colleagues’ actions related to the organization as well as your own.

The default privacy preferences allow your colleagues to view your activities and created notes within organization profile pages. If you would like to change these settings, click on the person icon in the upper righthand corner of the webpage. From there select “Account settings” from the dropdown menu. Next, select “Privacy settings”. Once you are in the Privacy preferences page, you can make your newly-created notes and profile views private by checking the boxes next to them and clicking the blue “Update settings” button. You can also access your Cause IQ account settings from the "Quick links" section of your Dashboard.

There is an additional privacy feature available for individual notes. You have the option to make individual notes that you have created private to you. From the notes section on an organization’s profile page, click on “edit” for the note you wish to make private and check the “Make note private to me” box, finally, click the “Update note” button.

Your Dashboard also has a section for viewing your activity history. This section includes your activity history related to organization profiles pages viewed, searches performed, as well as vendors and personnel pages viewed. To see this history, navigate to the “Overview” section of the Dashboard and select “Activity history”, finally, click on “My activity” as shown below.

From here, you can look at your activity related to searching and viewing within Cause IQ together in a chronological list or you can select segments of your activity to view separately.

Data updates

Once you have viewed an organization's profile, you begin to see data updates for that organization populate in your Dashboard. Cause IQ keeps track of the organizations you show an interest in and adds related data updates to your profile in the "Data updates" section of your activity history. Within this section of your activity history you can look at all types of organization data updates in one chronological list or view segments of data updates separately such as, posted financials, updated personnel, used new vendors, and received grants.

Export downloads

If you have done bulk exporting within Cause IQ, your activity history in your Dashboard will also include an "Export downloads" section. Within this section you can view, and if desired, re-download your previous exports. To re-download an export, simply click on the red linked name of the export.

You can share saved searches and lists with colleagues in Cause IQ. This feature supports streamlined collaboration within teams that have multiple user licenses, ensuring that you can easily work together on projects and keep track of work that has already been completed. To learn more about sharing your searches and lists take a look at our share saved searches and lists Help center article.