Viewing Notes

View notes captured during canvassing and call time inside NationBuilder

Notes captured during canvassing and call time sync back to NationBuilder as part of the logged contact. This means each contact record includes who was canvassed, the outcome of the interaction, and any notes that were captured by the canvasser or caller.

Finding Notes on a Profile

To view notes for a specific person, open their profile in NationBuilder and scroll down to the tab row (Dashboard, Edit, Location, Finances, etc.). Continue scrolling past the tab row and you'll reach the Activity Feed.

In the activity feed, look for entries like:

Ryan Anderson contacted Josh Howard via Door knock Answered

These entries represent logged contacts synced from FieldEdge. Click Show More on any entry to expand it and see the full notes captured during that interaction.

Viewing Notes in FieldEdge

You can also view notes directly in FieldEdge. Open the contact's profile in the app and tap the Activity tab to see their logged contacts, including any notes that were captured.

Filtering by Note Content

There's no way to filter for everyone who has a note as part of their logged contact, but you can filter for notes that contain a specific string of text. This is useful if you're looking for contacts where something specific was mentioned.

To do this, open the People filter in NationBuilder and add a Logged contact note criteria set to contains, then enter the text you're looking for.

This filter is particularly useful for finding contacts where a canvasser flagged something important — for example, filtering for "major donor" or "volunteer" to follow up with specific people.

Coming Soon: Notes Export Tool

We're currently working on a tool that makes it easy to pull all notes into a single place for bulk review and export. If you'd like early access, please reach out to us — we'd love to hear from you.

Questions?

If you have any questions about viewing notes or reporting canvass activity in FieldEdge, please don't hesitate to reach out. We're fully certified NationBuilder Experts!