Contact Profile

The full contact profile screen in the FieldEdge mobile app

The Contact Profile screen displays everything FieldEdge knows about a contact from NationBuilder, organized into three tabs.

Opening a profile

You can reach the Contact Profile in two ways:

  • From the People tab β€” tap any contact in the Contacts tab, or from a list or tag.

  • From a Canvass walk or Call Time session β€” 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 full profile from the in-walk Canvass Profile. If this is disabled for your user type, you'll only see the canvass-context profile during a walk or call.

At the top of the profile you'll see:

Personal Tab

The Personal tab shows the contact's identifying and contact information:

  • Name, prefix, demographics (age, gender)

  • Phone numbers, email addresses

  • Home address

  • Custom fields (see Custom Fields)

Tap a phone number or email to call or message directly. Tap the edit icon to update any field β€” changes sync to NationBuilder in real time.

circle-info

Which fields are editable on a contact (such as Religion, Name Prefix, Middle Name) is configured in App Customization β†’ Edit Fields.

Support Tab

The Support tab shows political and engagement data:

  • Support level (1 = strong support … 5 = strong oppose)

  • Priority level

  • Party affiliation

  • Capital and political capital scores (where available)

circle-info

Which profile fields appear (such as Donations) is configured in App Customization β†’ Profile Fields.

Ballots (Voting History)

Ballots are imported as a historical record of when elections occurred and how an individual voted in that election. If ballots have been imported into your nation and available for the profile, you will see a "Ballots" section under the Support tab. Opening this section will show a list of ballots.

circle-info

Note: The vote history stat boxes on the NationBuilder Control Panel will show all the elections the nation has set up that the person is eligible to have voted in based on their registered address. FieldEdge only shows the ballots where the person voted.

For further detail on Ballots and vote history, see NationBuilder's Import vote historyarrow-up-right documentation.

Activity Tab

The Activity tab is a chronological log of every interaction recorded against this contact:

  • Logged contacts (with date, method, outcome, and who logged them)

  • Private notes

  • Survey responses

  • Tag changes

Use this tab to review past engagement before reaching out again.

Taking Actions

A floating action button opens the Actions menu β€” log a contact, add a note, manage tags, take a survey, set priority or support level, and more.

Actionschevron-right

Last updated