The Search Function
The Search function is one of the two main ways by which to segment your database. Searches can be performed on Contacts, or Houses (ie based on address).
You may wish to perform a Search because you want to:
Quickly travel to a location on the map
Review recent Activity regarding an entry
Edit, or Delete an entry
Interact with a House
Performing a Search
Enter your search criteria
Your results will appear below
Select a resulting entry:
4. You will brought to that location on the Map and you can carry out a number of actions, as required:
Review recent activity of a House
Review/Edit all data available on the House, and occupants of the House
Click the clipboard icon to record an interaction with a house.
Click the pencil icon to Edit a House.
Click the three dots icons to Delete a House.
Displaying Lists
Select the Display Option
Select the lists you want to see on the Map
When you click on a turf on the Map, the overview of that list will appear:
From the lists tab, you have different options to review and edit the list:
Mark the list as COMPLETED. This will result in the list no longer being available to your organizers via the mobile app.
Mark the list as IN PROGRESS.
Edit the list and assign a new team or user to the list
Adjust the turf boundaries
Delete the list
Export the data
List Dashboards
The List Dashboards feature enables your team to see walk-list-specific reports based on your collected data and the ability to create more reports for your users and teams.
The Filter Function
The Filter function is similar to the Search function, in that it allows us to segment your contacts and visualize this live directly on your Map:
Filter options
Contact
Effort
House
Surveys and answers to questions
Custom fields - Includes an option to filter by a specific value, any value, or no value
Elections
Helpful Tip: When you Filter before creating a new List, only those who are currently visible on the map, as a result of the Filtering, will become part of that List. There are a number of reasons you may wish to create a List in this manner. For example:
If you wanted to create multiple Lists to distribute lawn signs, you could Filter for Contacts who required one; and then create multiple Lists to ensure their distribution was geographically efficient.
If your team interacted with an area on a public holiday, or the day of a major sporting event, you may have found that the rate of doors opened, or callbacks requested was significantly high - you could Create a List having used the Filter function, to carry out a follow-up interactions with the contacts that you missed.
If you have any questions reach out to us in-app, or contact support@ecanvasser.com