Canvass Profile

The in-walk contact profile in the FieldEdge mobile app

The Canvass Profile is the streamlined version of a contact's profile shown during a walk. It's designed for quick interactions in the field — log a contact, take a survey, update support level, and move on.

Header

At the top of the screen, above the tabs:

• Avatar and name

• Address

• Tags — applied tags shown as badges; highlighted tags appear at the top. If you want certain tags to stand out at the top of profiles, or to hide some tags from view entirely, this can be configured in App Customization → Tags.

• Flags / alerts — any indicators set on the contact (e.g., Do Not Contact, Deceased)

• Last contact — date and outcome of the most recent interaction with this person

Tabs

Below the header, the canvass profile splits into two tabs: Current and History.

Current tab

The Current tab is where you record what happens during this interaction:

• Contact status — large button to set the outcome (Answered, No Answer, Refused, Not Interested, etc.). Available statuses are configured in App Customization.

• Support level — set or update the contact's support level (1–5)

• Survey — if a survey is attached to this walk, the questions appear inline. Answer them directly on the profile.

• Logged contact — once you set a status, the contact is logged. The card shows the method (in person, phone, etc.) and any captured details.

• Notes — add notes about this specific interaction

History tab

The History tab shows previous interactions with this contact:

• Date and time

• Who logged the contact

• Method and outcome

• Any notes

Use the history to see context before you engage — was the last canvasser told to come back later? Did this person already say they're not interested?

Additional Actions

A floating Actions button opens a full menu of actions you can take on the contact — manage tags, set priority, RSVP to an event, add a private note, and more.

Actions

Opening the Full Profile

If your user type has the Allow users to access full profiles via canvass/call list option enabled in App Customization, you can tap into the contact's full profile from here — the same screen accessible from the People tab, with Personal, Support, and Activity tabs.

When this option is disabled, the canvass profile is all you'll see during a walk — the full profile isn't accessible.

Contact Profile

Completing and moving on

At the bottom of the screen, a fixed button moves you forward:

• Complete — finalize this person and move to the next resident in the household

• Next Person — advance without completing (the contact remains incomplete)

You can also go back to the Household View to pick a different resident.