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:

  1. It allows you to import additional data points that Ecanvasser does not have a default field for example: multiple political units, donation information, etc.

  2. 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 operate by allowing you to add additional columns to your Contact Database, customizing Ecanvasser to meet your specific needs.

How To Create a Custom Field

  1. Go to the Customize App page

  2. Select + CREATE CUSTOM FIELD

3. Next, input the name of your new custom field
4. Now, select the field type of your new custom field. These are the field types available to you:

  • Text

  • Number

  • True/False

  • Multiple Choice (you can add as many options as you need, end users can only select one option)

  • Checklist (similar to Multiple Choice custom fields except end users can select more than one option)

  • Star Rating (1 - 5 star rating)

5. You have an option to set the DEFAULT VALUE for your custom field

5. Finally, click SAVE

If you select Multiple Choice or Checklist, further options will become to facilitate this:

  1. Type in one of your potential answers, and click Add.
    Any entered answer will populate below.

  2. To delete a potential answer, select the the parallel  icon.

  3.  Click SAVE

How To Delete a Custom Field

  1. Locate the custom field that you need to delete

  2. Click on the three dots icon next to the custom field name

  3. Select the "Delete Field" option

  4. 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

  1. Locate the custom field that you need to delete

  2. Click on the three dots icon next to the custom field name

  3. Select the "Edit Field" option

  4. 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 to 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:

  1. Click of the three dots icon next to the field

  2. Select the checkbox for Mark as Required

  3. The field will instantly become marked as required, and an asterisk will appear next to the field name

  4. 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:

  1. Click of the three dots icon next to the field

  2. Select the checkbox for Mark as Read-Only

  3. The field will instantly become marked as read-only, and a lock icon will appear next to the field name

  4. When an organizer tries to edit this field, nothing will happen

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