During Outreach activities, it may be necessary to create new houses, and update or delete existing houses. You may want to update the contact information for a specific individual. We aim to make these actions simple and intuitive for you.
How To Create a New House
To create a new house or contact, first to the House tab and hit the + button on the bottom right of the screen:
This will open a "Create House" screen where you can add address information.
Click the tick icon (Android) or Save (iOS):
How To Edit an Existing House
To modify the details of an existing house, click on the pencil icon (Android) or edit button (iOS). This will open the house details, simply update the info and click save at the end:
How to create a House from the map
You can also create a House directly on the map using our Pin drop feature
From Map view on the app select the Green circle icon. (Please ensure you have location data switched on your device )
Once selected your pin will appear in the centre of the screen
You can now move the map to position your pin at the correct address
Select save you can now review the address details and save if correct
The Address is now available to interact with on the app and you can add contact details
How To Delete an Existing House
Occasionally, you may come across a house that no longer exists and need to remove the house from the list of contacts to visit.
To permanently delete an existing house, click on the trash can icon (Android) or DELETE HOUSE button (iOS).
For safety purposes, you will be asked to confirm that you are certain you want to delete the house:
How To Create a New Contact
We have made it simple and quick for you to add a new contact using the mobile app.
Follow the steps above to create the house, if the house is not already in the house list. Select the house where the contact is going to be added to.
simply click the + icon (Android) or ADD CONTACT (iOS).
This will open a new contact screen where you can add the relevant details related to the contact:
How To Edit an Existing Contact
To modify the details of an existing contact, click on the pencil icon (Android) or edit button (iOS). This will open the contact details, simply update the info and click save at the end:
Should you have any further questions, you can reach out to one of the team at support@ecanvasser.com