Actions

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. Note: this is already integrated into the Canvass and Call Time flows.

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. 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.

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.