Call Time

Make calls to contacts directly from the FieldEdge mobile app

Call Time lets you work through a list of contacts, make phone calls, log outcomes, and take surveys β€” all from within the FieldEdge app.

circle-info

Before you can start calling, you'll need a call list set up in NationBuilder and assigned to your account. See the Call Time Overview for setup instructions.

circle-info

The Call Time menu can be turned on or off per user type in App Customization.

Starting a call session

When you tap Call Time from the bottom navigation bar, you see a list of your active call sessions. If you haven't started any, the screen shows an empty state with a button to start your first session.

Tap the + button to start a new call session. You'll be prompted to pick from the call lists assigned to you.

Call list preview

After selecting a list, the preview screen appears. It shows the total number of contacts on the list and a list view of everyone on it, with search and filter controls.

  • Search and filter the list to focus on a subset

  • Tap Start Calling to begin the session

Calling interface

The calling interface walks you through one contact at a time. For each person, you see:

  • Name and address

  • Phone numbers β€” tap to dial directly using your device's phone app

  • Tags and flags β€” including Do Not Call indicators

  • Survey questions β€” if a survey is attached to the call session, the questions appear inline

  • Notes β€” record notes about the call

  • Last contact β€” the most recent recorded interaction with this contact

Logging an outcome

After the call, choose a contact status to log the outcome β€” Answered, No Answer, Refused, Not Interested, Left Message, and so on. Available statuses are configured in App Customization.

Optionally set a support level before completing.

Completing and skipping

  • Complete β€” log the outcome and move to the next contact

  • Skip β€” move past the contact without logging an outcome (you can revisit them later in the session)

Additional Actions

A floating Actions button opens the full Actions menu β€” add notes, manage tags, take surveys, set priority, and more.

Actionschevron-right

Opening the full profile

If your user type has Allow users to access full profiles via canvass/call list enabled in App Customization, you can tap into the full Contact Profile from the calling interface.

Call Time Overviewchevron-right

Last updated