Actions

Take actions on contact profiles including notes, tags, surveys, and more

FieldEdge's Actions menu is a key feature for taking additional actions on a person's profile. From editing tags to changing priority level to RSVPing to an event – the Action menu is the place to do it.

Accessing the Actions menu

Easily accessible from a person's full profile, during Canvass sessions, or while in Call Time, this menu is identifiable by a grid icon featuring six squares is either located in two different locations:

On Full Profiles

On Canvass/Call Time Profiles

The Actions menu includes:

Note

Add private notes to a person's profile for internal reference and follow-up.

Log Contact

Record any direct or attempted interactions with a person, maintaining an organized contact history. &#xNAN;Note: this is already integrated into the Canvass and Call Time flows.

Contact Methods

When logging a contact via the Actions menu — or as part of a Canvass walk or Call Time session — you'll record both how you reached the person (the contact method) and what happened (the contact status).

Methods

Method	When it's used
In Person	Door-to-door canvassing or face-to-face meetings
Phone	Phone calls made during Call Time or manually
Email	Email outreach
Mail	Physical mail or literature drops

The contact method is set automatically in context — In Person during canvass walks, Phone during call time sessions. When logging a contact from the Actions menu on a profile, you choose the method manually.

Statuses

After picking a method, choose a status describing what happened (Answered, No Answer, Refused, and so on). Available statuses are configured per user type in App Customization — see the Contact Statuses table there for the full list.

All logged contacts sync to NationBuilder in real time and appear in the contact's Activity tab.

Tags

Manage tags associated with a person, including viewing, adding, or removing them for better categorization.

Priority Level

Assign a priority level to a person, aiding in the allocation of resources and attention where needed.

Support Status

Update a person's level of support, crucial for campaign and community management. &#xNAN;Note: this is already integrated into the Canvass and Call Time flows.

Open in NB

Directly access a person's NationBuilder profile for more in-depth information not available in FieldEdge.

Surveys

Complete surveys on behalf of a person in NationBuilder, gathering essential feedback or data.

Lists

Include a person in specific NationBuilder lists, facilitating targeted communication and organization.

RSVP

Log a person's RSVP to events in NationBuilder, crucial for event planning and attendance tracking.

Volunteer

Indicate a person's interest or involvement in volunteering, essential for mobilizing and managing volunteer resources.

Point Person

Assign a point person to a contact — the team member responsible for maintaining the relationship with this person. This is useful for tracking who "owns" a relationship with key contacts or volunteers.

Recruited By

Record who recruited or referred this contact to your campaign. Select a team member or another contact as the recruiter. This helps track the effectiveness of your volunteer recruitment efforts.

This menu in FieldEdge enhances the efficiency of handling individual profiles, providing a straightforward and centralized way to perform essential actions, both in FieldEdge and NationBuilder.