# FieldEdge Guides

## FieldEdge 3 Documentation

- [Welcome! Start Here](https://guides.fieldedgeapp.com/readme.md): FieldEdge documentation — guides for canvassing, phone banking, and campaign management with NationBuilder
- [Quick Start for Field Users](https://guides.fieldedgeapp.com/quick-start-for-field-users.md): The fastest way to get started with FieldEdge
- [Team Setup](https://guides.fieldedgeapp.com/team-setup.md): Learn how to get your team up and running with FieldEdge
- [Permission Sets](https://guides.fieldedgeapp.com/team-setup/permission-sets.md): Configure your NationBuilder Permission sets to work with FieldEdge
- [Restricting Access](https://guides.fieldedgeapp.com/team-setup/restricting-access.md): Restrict access to the Contacts and data users can access
- [Migrating to v3](https://guides.fieldedgeapp.com/migrating-to-v3.md): Guide to migrating from FieldEdge v2 to v3
- [Migration Emails](https://guides.fieldedgeapp.com/migrating-to-v3/migration-emails.md)
- [Canvassing Overview](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/canvassing-overview.md): Overview of setting up and running canvass operations with FieldEdge and NationBuilder
- [Call Time Overview](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/call-time-overview.md): Overview of setting up and running phone banking sessions with FieldEdge and NationBuilder
- [Setup & Core Workflows](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/setup-and-core-workflows.md): Essential setup steps for canvassing and phone banking with FieldEdge
- [Creating walk lists](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/setup-and-core-workflows/creating-walk-lists.md): Planning to canvass your people in your database? Learn how to create walk lists in NationBuilder and sync them to FieldEdge
- [Creating call lists](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/setup-and-core-workflows/creating-call-lists.md): Planning to make calls to people in your NationBuilder database? Learn how to create call lists in NationBuilder and sync them to FieldEdge
- [Create walk lists on the fly](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/setup-and-core-workflows/create-walk-lists-on-the-fly.md): Create walk lists on the fly using Proximity Walk or Cold Walk
- [Assigning walk lists](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/setup-and-core-workflows/assigning-walk-lists.md): Share NationBuilder lists with your canvassers
- [Assigning call lists](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/setup-and-core-workflows/assigning-call-lists.md): Share NationBuilder lists with your callers
- [Adding a survey](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/setup-and-core-workflows/adding-a-survey.md): Create a survey in your nation for users to access in the field
- [Extended Workflows](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/extended-workflows.md): Advanced canvassing and calling workflows for FieldEdge
- [Yard Sign](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/extended-workflows/yard-sign.md)
- [Track who a voter plans to vote for](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/extended-workflows/track-who-a-voter-plans-to-vote-for.md): Track who each voter says they plan to support so you can follow up, segment lists, and plan your outreach effectively.
- [Capturing Voter ID/Sentiment/Support Level](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/extended-workflows/capturing-voter-id-sentiment-support-level.md)
- [Capture campaign involvement / volunteer interest](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/extended-workflows/capture-campaign-involvement-volunteer-interest.md)
- [Sharing lists while canvassing](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/extended-workflows/sharing-lists-while-canvassing.md)
- [Re-canvass & re-calling voters](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/extended-workflows/re-canvass-and-re-calling-voters.md): Discover how to reset a person's completion status so they can be recontacted
- [Turf cut by district, ward or pecinct](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/extended-workflows/turf-cut-by-district-ward-or-pecinct.md): Create walk lists by filtering on districts, wards, precincts and electorates
- [Include all people in households](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/extended-workflows/include-all-people-in-households.md)
- [Collecting extra profile data (eg. email address)](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/extended-workflows/collecting-extra-profile-data-eg.-email-address.md)
- [Using Advanced Surveys as Scripts](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/extended-workflows/using-advanced-surveys-as-scripts.md): Learn how to integrate outreach scripts and talking points
- [Reporting](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/reporting.md): Track and report on your team's canvassing and phone banking activity
- [Tracking performance in the HQ Dashboard](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/reporting/tracking-performance-in-hq.md): Monitor real-time field activity and review aggregated campaign metrics using the HQ Dashboard
- [Activity in NationBuilder](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/reporting/filtering-activity-in-nb.md): Use NationBuilder to find notes, create new lists based on outcomes and more
- [Viewing survey results](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/reporting/viewing-survey-results.md): View the consolidated summary of survey results or an individual's responses
- [Viewing Notes](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/reporting/viewing-notes.md): View notes captured during canvassing and call time inside NationBuilder
- [User location tracking](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/reporting/user-location-tracking.md): Monitor where your canvassers are logging activity relative to household locations
- [Exporting activity and notes](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/reporting/exporting-activity-and-notes.md): Create an automation that automatically syncs new logged contacts as they happen to Google Sheets, Airtable, Excel, etc.
- [Overview](https://guides.fieldedgeapp.com/product-tour-or-mobile-app/overview.md): A tour of the FieldEdge mobile app and its key features
- [People](https://guides.fieldedgeapp.com/product-tour-or-mobile-app/people.md): Access and manage NationBuilder contacts from the FieldEdge mobile app
- [Contacts Tab](https://guides.fieldedgeapp.com/product-tour-or-mobile-app/people/contacts.md): Browse the full list of contacts in the People tab
- [Tags Tab](https://guides.fieldedgeapp.com/product-tour-or-mobile-app/people/tags-tab.md): Browse contacts by tag in the People section
- [Lists Tab](https://guides.fieldedgeapp.com/product-tour-or-mobile-app/people/lists.md): Browse NationBuilder lists from the People section
- [Search](https://guides.fieldedgeapp.com/product-tour-or-mobile-app/people/search.md): Find contacts in your NationBuilder database from the FieldEdge mobile app
- [Contact Profile](https://guides.fieldedgeapp.com/product-tour-or-mobile-app/people/profile.md): The full contact profile screen in the FieldEdge mobile app
- [Add a Contact](https://guides.fieldedgeapp.com/product-tour-or-mobile-app/people/add-a-contact.md): Create new contacts from the FieldEdge mobile app
- [Custom Fields](https://guides.fieldedgeapp.com/product-tour-or-mobile-app/people/custom-fields.md): View and edit custom NationBuilder fields on contact profiles
- [Canvass](https://guides.fieldedgeapp.com/product-tour-or-mobile-app/canvass.md): Door-to-door canvassing in the FieldEdge mobile app
- [Starting a Walk](https://guides.fieldedgeapp.com/product-tour-or-mobile-app/canvass/starting-a-walk.md): Create a new walk in the FieldEdge mobile app
- [Walk Preview](https://guides.fieldedgeapp.com/product-tour-or-mobile-app/canvass/walk-preview.md): Preview your walk list before starting in the FieldEdge mobile app
- [Map View](https://guides.fieldedgeapp.com/product-tour-or-mobile-app/canvass/map-view.md): Navigate your walk on a map in the FieldEdge mobile app
- [List View](https://guides.fieldedgeapp.com/product-tour-or-mobile-app/canvass/list-view.md): Work through your walk as a scrollable list in the FieldEdge mobile app
- [Statuses](https://guides.fieldedgeapp.com/product-tour-or-mobile-app/canvass/statuses.md): How households track their canvass status during a walk
- [Household View](https://guides.fieldedgeapp.com/product-tour-or-mobile-app/canvass/household-view.md): Canvass the residents of a household in the FieldEdge mobile app
- [Canvass Profile](https://guides.fieldedgeapp.com/product-tour-or-mobile-app/canvass/canvass-profile.md): The in-walk contact profile in the FieldEdge mobile app
- [Adding People & Households](https://guides.fieldedgeapp.com/product-tour-or-mobile-app/canvass/adding-people-and-households.md): Add new people and households to your walk in the FieldEdge mobile app
- [Apartments & Multi-Unit Buildings](https://guides.fieldedgeapp.com/product-tour-or-mobile-app/canvass/apartments-and-households.md): How FieldEdge handles multi-unit buildings during a canvass
- [Proximity Walk](https://guides.fieldedgeapp.com/product-tour-or-mobile-app/canvass/proximity-walk.md): Create walk lists on the fly based on your current location
- [Cold Walk](https://guides.fieldedgeapp.com/product-tour-or-mobile-app/canvass/cold-walk.md): Build a walk list from scratch as you knock doors
- [Support Levels](https://guides.fieldedgeapp.com/product-tour-or-mobile-app/canvass/support-levels.md): Understand and set support levels during canvassing
- [Filter & Sort](https://guides.fieldedgeapp.com/product-tour-or-mobile-app/canvass/filter-and-sort.md): Filter and sort contacts in your canvass, call time, and people lists
- [Call Time](https://guides.fieldedgeapp.com/product-tour-or-mobile-app/call-time.md): Make calls to contacts directly from the FieldEdge mobile app
- [Actions](https://guides.fieldedgeapp.com/product-tour-or-mobile-app/actions.md): Take actions on contact profiles including notes, tags, surveys, and more
- [Tags](https://guides.fieldedgeapp.com/product-tour-or-mobile-app/tags.md): View, add, and remove tags on contacts in the FieldEdge mobile app
- [Account](https://guides.fieldedgeapp.com/product-tour-or-mobile-app/account.md): Manage your account and app settings in FieldEdge
- [Offline Capabilities](https://guides.fieldedgeapp.com/product-tour-or-mobile-app/offline-capabilities.md)
- [Early Access: HQ Dashboard V2](https://guides.fieldedgeapp.com/product-tour-or-hq/early-access.md): A faster, more capable HQ Dashboard — now available for early access
- [Dashboard Overview](https://guides.fieldedgeapp.com/product-tour-or-hq/dashboard-overview.md): Your central hub for managing your FieldEdge campaign
- [App Customization](https://guides.fieldedgeapp.com/product-tour-or-hq/app-customization.md): Customize the FieldEdge mobile app experience for each user type
- [Team Management](https://guides.fieldedgeapp.com/product-tour-or-hq/team-management.md): Manage Campaign Managers, Default Users, and Accountless Users in FieldEdge HQ
- [Default Users](https://guides.fieldedgeapp.com/product-tour-or-hq/team-management/default-users.md): For users with a NationBuilder login who do not need access to the FieldEdge HQ Dashboard.
- [Accountless Users](https://guides.fieldedgeapp.com/product-tour-or-hq/team-management/accountless-users.md): For users without a NationBuilder account, best for volunteers who should have a heavily filtered experience.
- [Campaign Managers](https://guides.fieldedgeapp.com/product-tour-or-hq/team-management/campaign-managers.md): For users who need access to the FieldEdge HQ Dashboard and optionally the mobile app with their NationBuilder login.
- [Performance](https://guides.fieldedgeapp.com/product-tour-or-hq/performance.md): Real-time canvassing and phone banking metrics for your campaign
- [Tools](https://guides.fieldedgeapp.com/product-tour-or-hq/tools.md): Campaign management utilities in FieldEdge HQ
- [List Reset](https://guides.fieldedgeapp.com/product-tour-or-hq/tools/list-reset.md): Reset canvass and call lists to re-contact voters
- [Export Users](https://guides.fieldedgeapp.com/product-tour-or-hq/tools/export-users.md): Export your FieldEdge team members to a CSV file
- [Billing & Subscriptions](https://guides.fieldedgeapp.com/product-tour-or-hq/billing-and-subscriptions.md): Manage your FieldEdge subscription, payment methods, and invoices
- [Multiple Nations](https://guides.fieldedgeapp.com/product-tour-or-hq/multiple-nations.md): Manage multiple NationBuilder nations under one FieldEdge login
- [Other Guides](https://guides.fieldedgeapp.com/everything-else/other-guides.md): Troubleshooting guides, tips, NationBuilder resources, and more
- [Why is my precinct (NBEC) data missing?](https://guides.fieldedgeapp.com/everything-else/other-guides/why-is-my-precinct-nbec-data-missing.md): How to resolve the no precinct data in FieldEdge
- [Missing people or organisations in People section](https://guides.fieldedgeapp.com/everything-else/other-guides/missing-people-or-organisations-in-people-section.md): Can't find the person you are looking for?
- [Checkout error: Your card does not support this type of purchase](https://guides.fieldedgeapp.com/everything-else/other-guides/checkout-error-your-card-does-not-support-this-type-of-purchase.md): Are you getting this error message in the checkout? Find out why.
- [Search doesn't always find people in my nation](https://guides.fieldedgeapp.com/everything-else/other-guides/search-doesnt-always-find-people-in-my-nation.md)
- [Ensuring FieldEdge Access to GPS Location on Your Device](https://guides.fieldedgeapp.com/everything-else/other-guides/ensuring-fieldedge-access-to-gps-location-on-your-device.md): Directions not working or stuck on waiting for location? Try these setting
- [Error message: You do not have permission to use this app](https://guides.fieldedgeapp.com/everything-else/other-guides/error-message-you-do-not-have-permission-to-use-this-app.md)
- [Add FieldEdge Support to your nation](https://guides.fieldedgeapp.com/everything-else/other-guides/add-fieldedge-support-to-your-nation.md)
- [Surveys not showing up in FieldEdge](https://guides.fieldedgeapp.com/everything-else/other-guides/surveys-not-showing-up-in-fieldedge.md): How to get a NationBuilder survey to appear in the FieldEdge app
- [Trouble Logging In?](https://guides.fieldedgeapp.com/everything-else/other-guides/trouble-logging-in.md): If you can't access the app or login to your HQ Dashboard, try these simple fixes.
- [Nation Disconnected](https://guides.fieldedgeapp.com/everything-else/other-guides/nation-disconnected.md): What to do when your nation becomes disconnected from FieldEdge
- [Batch update a list in NationBuilder](https://guides.fieldedgeapp.com/everything-else/other-guides/batch-update-a-list-in-nationbuilder.md): Resetting a list via NationBuilder for re-calling or re-canvassing
- [FieldEdge Special Tags](https://guides.fieldedgeapp.com/everything-else/other-guides/fieldedge-special-tags.md): Wondering what the "FEe:walk Completed" tag means? Learn why and how this tag is applied to people when using FieldEdge.
- [Customer Advisory & Beta Testing](https://guides.fieldedgeapp.com/everything-else/other-guides/customer-advisory-and-beta-testing.md)
- [How to Install FieldEdge Beta on iOS and Android](https://guides.fieldedgeapp.com/everything-else/other-guides/customer-advisory-and-beta-testing/how-to-install-fieldedge-beta-on-ios-and-android.md)
- [How to Install a Beta APK from FieldEdge via Google Drive](https://guides.fieldedgeapp.com/everything-else/other-guides/customer-advisory-and-beta-testing/how-to-install-a-beta-apk-from-fieldedge-via-google-drive.md)
- [Compliance best practices for sending SMS messages](https://guides.fieldedgeapp.com/everything-else/other-guides/compliance-best-practices-for-sending-sms-messages.md)
- [People missing from Canvass or Call Time list](https://guides.fieldedgeapp.com/everything-else/other-guides/people-missing-from-canvass-or-call-time-list.md): Do your list numbers not match what's showing in NationBuilder? Here's why.
- [Battery Usage Tips While Using FieldEdge](https://guides.fieldedgeapp.com/everything-else/other-guides/battery-usage-tips-while-using-fieldedge.md)
- [Mobile Data Usage While Using FieldEdge](https://guides.fieldedgeapp.com/everything-else/other-guides/mobile-data-usage-while-using-fieldedge.md)
- [Route suggestions while canvassing](https://guides.fieldedgeapp.com/everything-else/other-guides/route-suggestions-while-canvassing.md)
- [How to Adjust Text Size on iOS and Android](https://guides.fieldedgeapp.com/everything-else/other-guides/how-to-adjust-text-size-on-ios-and-android.md)
- [Resetting Your Password in FieldEdge](https://guides.fieldedgeapp.com/everything-else/other-guides/resetting-your-password-in-fieldedge.md)
- [FieldEdge 3.1: Smarter workflows, less admin](https://guides.fieldedgeapp.com/everything-else/other-guides/fieldedge-3.1-smarter-workflows-less-admin.md)
- [Changelog](https://guides.fieldedgeapp.com/everything-else/changelog.md): We're always working make to FieldEdge better than ever so you can win in the field!
- [Legal](https://guides.fieldedgeapp.com/everything-else/legal.md)
- [Terms of Service](https://guides.fieldedgeapp.com/everything-else/legal/terms-of-service.md)
- [Privacy & Disclaimer](https://guides.fieldedgeapp.com/everything-else/legal/privacy-and-disclaimer.md)
- [Fair Usage Policy](https://guides.fieldedgeapp.com/everything-else/legal/fair-usage-policy.md)
- [Contact Us](https://guides.fieldedgeapp.com/everything-else/contact-us.md): Get in touch with the FieldEdge support team