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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.
App Customizations can be found in the main menu of the FieldEdge HQ Dashboard. Some items require reaching out to support for change.
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.
Customization
CM*
Default
Accountless
People Access to NationBuilder contacts
Canvass Powerful door knocking interface
Call Time Quickly make calls to stakeholders
*CM = Campaign Manager

Support Statuses

To streamline outreach entry, Support Statuses can be enabled/disabled.
Support Status Title
CM*
Default
Accountless
Answered
Bad Info
Inaccessible
Left Message
Meaningful Interaction
Not Interested
Refused
Other
*CM = Campaign Manager

Edit Fields

FieldEdge enables the toggling on/off of certain fields when editing a contact.
Edit Fields
CM*
Default
Accountless
Religion
Name Prefix
Middle Name
*CM = Campaign Manager

Profile Fields

FieldEdge enables the toggling on/off of certain fields on a contact's profile.
Edit Fields
CM*
Default
Accountless
Donations
*CM = Campaign Manager

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.

Other

Customization
CM*
Default
Accountless
Send Field Activity to HQ
Enable Proximity Walk
*CM = Campaign Manager