A tour of the FieldEdge mobile app and its key features
FieldEdge is a mobile CRM that connects users to the NationBuilder database from a phone or tablet. The app lets users search and access voter data, create walk lists, canvass door-to-door, make phone calls from call lists, collect survey responses, and track every interaction in real time.
The FieldEdge mobile app has four main tabs at the bottom of every screen:
Search and browse contacts from your NationBuilder database, view full profiles, edit details, and manage tags and lists.
PeopleThe door-to-door canvassing interface. Work through a walk list on the map or as a list, log outcomes household by household, take surveys, and add tags — even when offline.
CanvassMake calls to contacts from your call lists, log outcomes, take surveys, and track progress through a phone banking session.
Call TimeManage your account, app settings, language, location permissions, and access support.
AccountWhich tabs (People, Canvass, Call Time) appear on the bottom nav is configured per user type in App Customization.
A few key features show up in multiple places:
ActionsTagsOffline CapabilitiesLast updated
