> For the complete documentation index, see [llms.txt](https://guides.fieldedgeapp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guides.fieldedgeapp.com/product-tour-or-mobile-app/actions.md).

# 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.

<div align="left"><figure><img src="https://3317596624-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmd1HR6LZFUYuK3fPHLXC%2Fuploads%2FGaOdRCtLDks91l20sCxJ%2FIMG_6632.PNG?alt=media&amp;token=c17ad82a-ea85-41c3-a142-070efc7859ff" alt="" width="188"><figcaption></figcaption></figure></div>

### 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

<div align="left"><figure><img src="https://3317596624-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmd1HR6LZFUYuK3fPHLXC%2Fuploads%2FlhmGqPifZnkMB9q1UzwT%2FIMG_6631.PNG?alt=media&amp;token=f9fd4b16-d20e-4d46-be54-8f6118fc520c" alt="" width="188"><figcaption></figcaption></figure></div>

### On Canvass/Call Time Profiles

<div align="left"><figure><img src="https://3317596624-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmd1HR6LZFUYuK3fPHLXC%2Fuploads%2F3FopZshYpxc8pcTVnufP%2FIMG_3155.PNG?alt=media&amp;token=56cb7930-d6c1-4d6f-be0f-b50a13f332cf" alt="" width="375"><figcaption></figcaption></figure></div>

**The Actions menu includes:**

<details>

<summary><strong>Note</strong></summary>

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

</details>

<details>

<summary><strong>Log Contact</strong></summary>

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.*

</details>

## Contact Methods

When logging a contact via the Actions menu — or as part of a [Canvass walk](/product-tour-or-mobile-app/canvass.md) or [Call Time](/product-tour-or-mobile-app/call-time.md) 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](/product-tour-or-hq/app-customization.md) — 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](/product-tour-or-mobile-app/people/profile.md#activity-tab).

<details>

<summary><strong>Tags</strong></summary>

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

</details>

<details>

<summary><strong>Priority Level</strong></summary>

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

</details>

<details>

<summary><strong>Support Status</strong></summary>

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.*

</details>

<details>

<summary><strong>Open in NB</strong></summary>

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

</details>

<details>

<summary><strong>Surveys</strong></summary>

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

</details>

<details>

<summary><strong>Lists</strong></summary>

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

</details>

<details>

<summary><strong>RSVP</strong></summary>

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

</details>

<details>

<summary><strong>Volunteer</strong></summary>

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

</details>

<details>

<summary><strong>Point Person</strong></summary>

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.

</details>

<details>

<summary><strong>Recruited By</strong></summary>

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.

</details>

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.