Help Center

For customers with subscriptions that have multiple user licenses, Cause IQ implemented a share functionality for saved searches and lists that allows colleagues to easily work together on projects/tasks within Cause IQ. As a reminder, saved searches contain organizations that meet certain search criteria (e.g., revenue threshold, geographic location, nonprofit type) and lists contain specific organizations that were hand picked and added (e.g., clients, prospects, attendees, red flag nonprofits).

The shared feature is automatically enabled for our enterprise customers (i.e., five or more licenses), but if your subscription includes more than one license and you want Cause IQ to enable the sharing functionality, please reach out to your Cause IQ contact.

Here are the steps you need to take to share a new saved search with colleagues:

1. Create your organization search in Cause IQ
2. Click "Save" at the top right of the search interface
3. Give your search an appropriate name (e.g., "LA food banks, > $1M in revenue")
4. Check the "Share this search with colleagues" box

Here's an overview video showing you how to save and share your saved searches with colleagues from the search interface:

If you forgot to share a saved search when you initially created it, you can still choose to share it with your colleagues from your Dashboard. You just need to select "Searches" on the left, find the saved search that you want to share, click the edit icon, and then check the "Share search with colleagues" box.

Here's an overview video showing you have to share saved searches with colleagues that you've previously created:

You can share any list you've created manually, with the CSV upload tool, or by remembering an export in Cause IQ with your colleagues.

Here are the steps you need to take to share the lists you've created within Cause IQ:

1. Create your list (manually, with the CSV upload tool, or by remembering an export)
2. Access the appropriate list from the List section of your Dashboard
3. Choose to edit the list
4. Check the "Share list with colleagues" box

Here's an overview video showing you how to share the lists you've created within in Cause IQ:

You can access the saved searches and lists that colleagues have shared with you right from your Dashboard. You'll see the Searches and Lists sections on the left of the screen, and to view what has been shared with you, choose "Searches" or "Lists" as appropriate, and then select "Shared w/company".

The Shared w/company sections will display everything you've shared and what others have shared with you. Once you find the desired shared saved search or list, you can select "Open in search interface" to view the search results and the organizations in the list.

Here's a look at where you can access the saved searches and lists that have been shared with you and open them in the search interface: