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
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