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 — all from within the FieldEdge app.

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.

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 — tap to dial directly using your device's phone app

• Tags and flags — including Do Not Call indicators

• Survey questions — if a survey is attached to the call session, the questions appear inline

• Notes — record notes about the call

• Last contact — the most recent recorded interaction with this contact

Logging an outcome

After the call, choose a contact status to log the outcome — 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 — log the outcome and move to the next contact

• Skip — 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 — add notes, manage tags, take surveys, set priority, and more.

Actions

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 Overview