# App Customization

Every field campaign is different. Different goals, different team members, and different workflows. Optimizing your field tools to match your campaign can be a huge boost in productivity, enabling higher-quality conversations at scale.

To this end, our App Customization features allows for a campaign to customize the app experience for all FieldEdge users of their nation. A different set of Customizations can be applied to [each different user type](/product-tour-or-hq/team-management.md).

{% hint style="success" %}
App Customizations can be found in the main menu of the [FieldEdge HQ Dashboard](https://hq.fieldedgeapp.com/customization). Some items require reaching out to support for change.
{% endhint %}

## Switching Between User Types

App Customization settings can be configured independently for each user type. Use the navigation at the top of the App Customization page to switch between:

* **All** — view settings across all user types at once
* **Default Users** — settings for NationBuilder login users
* **Campaign Managers** — settings for HQ Dashboard users
* **Accountless** — settings for users without a NationBuilder account

Select a user type to view and edit its specific configuration. The tables below show default values for each user type side by side.

## Menus

Enable or disable the main menus in FieldEdge. For Accountless users, we recommend the People menu remains turned off to prevent full access to your nation. *If you would like to enable the People menu for Accountless users, please reach out.*

{% hint style="info" %}
A tick indicates turned the option is turned on by default
{% endhint %}

<table><thead><tr><th width="420">Customization</th><th width="80" data-type="checkbox">CM*</th><th width="100" data-type="checkbox">Default</th><th width="132" data-type="checkbox">Accountless</th></tr></thead><tbody><tr><td><strong>People</strong><br>Access to NationBuilder contacts</td><td>true</td><td>true</td><td>false</td></tr><tr><td><strong>Canvass</strong><br>Powerful door knocking interface</td><td>true</td><td>true</td><td>true</td></tr><tr><td><strong>Call Time</strong><br>Quickly make calls to stakeholders</td><td>true</td><td>true</td><td>true</td></tr></tbody></table>

*\*CM = Campaign Manager*

{% hint style="info" %}
When the **People** menu is disabled for a user type, an additional toggle appears: **Allow users to access full profiles via canvass/call list**. Enabling this lets users tap into a contact's full profile from within a canvass walk or call time session, even though the People menu itself is hidden.
{% endhint %}

## Contact Statuses

To streamline outreach entry, Contact Statuses can be enabled/disabled.

{% hint style="warning" %}
NationBuilder provides a static list of Contact Statuses so they cannot be renamed.
{% endhint %}

{% hint style="info" %}
A tick indicates turned the option is turned on by default
{% endhint %}

<table><thead><tr><th width="405">Contact Status Title</th><th width="100" data-type="checkbox">CM*</th><th width="100" data-type="checkbox">Default</th><th width="132" data-type="checkbox">Accountless</th></tr></thead><tbody><tr><td>Answered</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Meaningful Interaction</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Lit Drop/Left Message**</td><td>true</td><td>true</td><td>true</td></tr><tr><td>No Answer</td><td>false</td><td>false</td><td>false</td></tr><tr><td>Bad Info</td><td>false</td><td>false</td><td>false</td></tr><tr><td>Inaccessible</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Not Interested</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Refused</td><td>false</td><td>false</td><td>false</td></tr><tr><td>Other</td><td>false</td><td>false</td><td>false</td></tr><tr><td>Send Information</td><td>false</td><td>false</td><td>false</td></tr></tbody></table>

*\*CM = Campaign Manager*

\*\*Changes based on what section of the app you are in. Always shows in NationBuilder as "Left Message"

## Edit Fields

FieldEdge enables the toggling on/off of certain fields when editing a contact.

{% hint style="info" %}
A tick indicates turned the option is turned on by default
{% endhint %}

<table><thead><tr><th width="405">Edit Fields</th><th width="100" data-type="checkbox">CM*</th><th width="100" data-type="checkbox">Default</th><th width="132" data-type="checkbox">Accountless</th></tr></thead><tbody><tr><td>Religion</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Name Prefix</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Middle Name</td><td>false</td><td>false</td><td>false</td></tr></tbody></table>

*\*CM = Campaign Manager*

{% hint style="info" %}
Changes to Edit Fields are managed by the FieldEdge support team. To request changes, contact <support@fieldedgeapp.com>.
{% endhint %}

## Profile Fields

FieldEdge enables the toggling on/off of certain fields on a contact's profile.

{% hint style="info" %}
A tick indicates turned the option is turned on by default
{% endhint %}

<table><thead><tr><th width="405">Edit Fields</th><th width="100" data-type="checkbox">CM*</th><th width="100" data-type="checkbox">Default</th><th width="132" data-type="checkbox">Accountless</th></tr></thead><tbody><tr><td>Donations</td><td>true</td><td>true</td><td>false</td></tr></tbody></table>

*\*CM = Campaign Manager*

{% hint style="info" %}
Changes to Profile Fields are managed by the FieldEdge support team. To request changes, contact <support@fieldedgeapp.com>.
{% endhint %}

## Tags

Customize which tags are highlighted or hidden for each user type. This helps keep profiles clean and draws attention to the most important tags.

* **Highlight Tags** — select up to 5 tags to highlight at the top of contact profiles. Highlighted tags are always visible, making important information easy to spot.
* **Hide Tags** — select up to 10 tags to hide from the user interface entirely. Hidden tags still exist on the contact in NationBuilder but won't be visible in FieldEdge.

To configure tag visibility, go to the **Tags** tab in App Customization and select the user type you want to configure.

## Default Survey

Set the survey that's opened when the user selects "Take Survey" during a canvass. Note the user still has the option to go back and select a different survey.

{% hint style="info" %}
When a default survey is selected, a **Hide all other surveys** toggle becomes available. Enabling this prevents users from seeing or selecting any survey other than the designated default during canvass or call time sessions.
{% endhint %}

## Other

{% hint style="info" %}
A tick indicates turned the option is turned on by default
{% endhint %}

<table><thead><tr><th width="405">Customization</th><th width="100" data-type="checkbox">CM*</th><th width="100" data-type="checkbox">Default</th><th width="132" data-type="checkbox">Accountless</th></tr></thead><tbody><tr><td>Send Field Activity to HQ</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Enable Proximity Walk</td><td>true</td><td>true</td><td>false</td></tr><tr><td>Field Activity</td><td>true</td><td>true</td><td>true</td></tr></tbody></table>

*\*CM = Campaign Manager*

{% hint style="info" %}
Some settings in this section — including Edit Fields, Profile Fields, Field Activity, and Proximity Walk configuration beyond the toggle — are managed by the FieldEdge support team. To request changes, contact <support@fieldedgeapp.com>.
{% endhint %}

## Copy Settings

To save time when configuring multiple user types, you can copy customization settings from one user type to another.

* **Copy a single section** — copy just one section's settings (e.g., Contact Statuses) from one user type to another
* **Copy all settings** — copy the entire customization configuration from one user type to another

This is useful when you want most user types to share the same configuration with only minor differences.


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