Follow people in a watchlist
Follow directors and officers and choose alerts for recorded appointments, resignations and disqualifications.
Monitoring · 2 min read
Quick steps
- Find the officer profile and check their appointments.
- Add the person to a watchlist.
- Edit the watchlist alert to include people changes.
- Save the channels and email schedule.
Find the right person
Search for an officer and open their profile. Use appointment details to distinguish people with similar names. Choose Add to watchlist, or open a watchlist’s People tab to add people by search or from a company’s directors.
Choose a watchlist alert
People updates are delivered through a watchlist alert. Open the list’s alert settings, select the available people changes and enable your preferred channels. A company-only alert does not follow an officer across their appointments.
What you can receive
Supported updates include recorded appointments, resignations and disqualifications. Updates depend on available public records and checks; they are not a complete record of a person’s activity. A name match alone does not establish that two records are the same person.
Allowances and removal
Free can follow 1 person; Pro 25; the standard Business package 300. The same person counts once across lists in the selected account. Removing them from one list does not remove them from another. If your allowance reduces, people above the limit may pause while the saved list remains available.
Related help
Keep a client or supplier list together, then choose how you want to receive updates.
Monitoring
Choose which recorded changes you receive, where they arrive and how often email is sent.
Monitoring
