Custom Fields are one of the most powerful aspects of Ecanvasser.
They are designed to give you flexibility and control in managing your contacts. Custom Fields have two primary purposes:
It allows you to import additional data points that Ecanvasser does not have a default field for example: multiple political units, donation information, etc.
It's an additional data field for you to record information about your contacts, for example: are they interested in upcoming events, have they donated in the past etc
Use the Custom Fields to configure and customize the main aspects of contact data gathering including :
Custom Fields operates by allowing you to add additional columns to your Contact Database, customizing Ecanvasser to meet your specific needs.
How To Create a Custom Field
Go to the Customize App page
Select + CREATE CUSTOM FIELD
3. Next, input the name of your new custom field
4. Now, choose the field type for your new custom field. The following field types are available:
Text – Free-form text input
Number – Numeric input only
True/False – A simple yes/no toggle
Multiple Choice – Add as many options as needed; end users can select only one option
Checklist – Similar to Multiple Choice, but end users can select multiple options
Star Rating – A 1 to 5 star scale
Attachment – Allows uploads of photos, videos, audio recordings, or documents
Note: Each Attachment field supports up to 10 files. Each attached file can be up to 20 MB in size.
You can also set a default value for your custom field, where applicable.
5. Finally, click SAVE
If you select Multiple Choice or Checklist, further options will be to facilitate this:
Type in one of your potential answers, and click Add.
Any entered answer will populate below.To delete a potential answer, select the parallel icon.
Click SAVE
How To Delete a Custom Field
Locate the custom field that you need to delete
Click on the three dots icon next to the custom field name
Select the "Delete Field" option
You will be prompted to confirm the delete action.
We advise you to take extra care when deleting custom fields as any information already captured in this custom field will no longer be available once you have deleted the custom field!
How To Edit a Custom Field
Locate the custom field that you need to delete
Click on the three dots icon next to the custom field name
Select the "Edit Field" option
You will be prompted to confirm the delete action.
We advise you to take extra care when editing the name or type of a custom field, especially where data has already been captured.
How to mark a field as a Priority
When you need to highlight key contact data points that your organizers need to know about the people they are engaging with, you can use the Priority Fields feature.
Simply drag the relevant field from the left to right and this field will appear on the Interaction Screen within the mobile apps.
You can even order the priority fields in accordance with relevance by clicking on the field and dragging it up or down the field list!
How to mark a field as Required
When you really need your organizers to capture a crucial data point, you can mark a priority field as required. This will force your organizers to input this data point before they can complete the saving of an interaction. To mark a field as required:
Click on the three dots icon next to the field
Select the checkbox for Mark as Required
The field will instantly become marked as required, and an asterisk will appear next to the field name
When an organizer tries to save an interaction without completing this field, they will be prompted to enter a value for this field
How to mark a field as Read Only
Occasionally, you may want a specific data point to be visible to your organizers
for their awareness, and at the same time, you want to restrict them from modifying this data point. To mark a field as read-only:
Click on the three dots icon next to the field
Select the checkbox for Mark as Read-Only
The field will instantly become marked as read-only, and a lock icon will appear next to the field name
When an organizer tries to edit this field, nothing will happen
How to increase my custom field limit?
If you have reached your current plan custom fields limit and you require extra fields
You can
Delete an existing custom field(s) to allow you to create a new custom field
Upgrade to a higher plan to increase your custom field limit.
Contact sales@ecanvasser.com to increase your limit