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.

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.

A tick indicates turned the option is turned on by default

Customization	CM*	Default	Accountless
People Access to NationBuilder contacts
Canvass Powerful door knocking interface
Call Time Quickly make calls to stakeholders

*CM = Campaign Manager

Contact Statuses

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

A tick indicates turned the option is turned on by default

Contact 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.

A tick indicates turned the option is turned on by default

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.

A tick indicates turned the option is turned on by default

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

A tick indicates turned the option is turned on by default

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

*CM = Campaign Manager