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, Houses, Streets, or Lists.

To search your database, you can:

  • Select either the Contacts, Houses, or Streets tab, then;

  • Enter the desired search criteria in the search box

Once a search result has been returned, you can:

  • View or edit an individual record

  • Add your results to a new or existing List, by either:
        1. checking the entire search result, by clicking the Select All, or
        2. checking individual check boxes.

Lists

Searching Lists works on the same principles as those above.
In addition, on the LISTS tab, you can perform a number of actions by clicking on the three dots icon on that list:

  1. Edit, Delete or Export a Walk List 

  2. Mark a list as complete using the "set to done" option

List statistics

From here you can see the statistics of each list:

The Filter function

Important: The filter will choose the contacts for who all the selected values are true.

Generally, once a filtering option is selected, it will require you to select at least one segment of that filter, to yield results:

Tip: Be sure not to miss the scroll bar down the right hand side!

Filter options

  • Contact

  • Effort

  • House

  • Surveys and answers to questions

  • Custom fields

  • Elections

Combining Search and Filter

By using the Search and Filter functions in tandem, you can access a highly accurate and detailed view of your contacts.

A few examples:

  • you may filter based upon those of your contacts who require lawn signs, and then use the search function to break these contacts up by address so multiple Organizers can do deliveries of signs to different contacts

  • Having completed a survey on whether or not contacts wanted a new school in their area, you may perform a search to see if their is a geographic element to your contacts opinions (and maybe even filter further to see any potential demographic aspects)

If you have any questions reach out to us in app, or contact support@ecanvasser.com

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