Donald Darnell's activity

Kathy Jacobs responded to Removing people from a list 2013-05-19 10:20:44 -0700

Removing people from a list

I like the way you have implemented the "+" button for adding people quickly to a list.  Wish we had a "-" button too.  Removing individuals from a large list is quite cumbersome without it.

Official response from Kathy Jacobs

While there isn't a minus sign on individual profiles (or to the right of the person in a list view), any person can be removed from a list in the same way as you add them to that list: Find and click the list name under the plus sign. You can then check or uncheck a bunch of lists at once - that's a big upgrade!

If you need to remove a group of people from a list, use advanced search (or a filter) which will have both a plus and a minus for list manipulation.


Donald Darnell commented on Can a person's address be displayed in the snippet when dedupe-ing? 2013-05-12 20:56:15 -0700 · Flag
Yes, please. And it would be very helpful if one could direct the dedupe process to search for duplicate addresses, too.

Donald Darnell commented on Does Square and/or Paypal Here work well for campaigns, non-profits? 2013-05-14 09:08:09 -0700 · Flag
Thanks, Ian. That’s very helpful. I had not seen the fundraiser setup for Square before, and it looks promising in terms of collecting required info (name, address, etc.). A note to other users, contrary to their promotional materials, PayPal Here is not available (yet) in Canada.

Donald Darnell commented on Dealing with nameless prospects and supporters 2013-05-02 20:13:31 -0700 · Flag
Thank you Ian. In most cases I have in mind we have an address, a level of support, and some information on issues of concern which might map to particular tags. We would also have a date of last contact (typically door knocking). If we do not have a name, we probably do not have anything that NB uses as a unique identifier.)

Sarah Scudder tagged Donald Darnell's Dreaming of a wireless-free tablet app: NationBuilder door-to-door with Important 2013-04-11 10:42:07 -0700

Dreaming of a wireless-free tablet app: NationBuilder door-to-door

For campaigns emphasizing shoeleather work -- door knocking, face-to-face interviews, pamphlet drops -- it would be GREAT to have an app that would support downloading of a prospect list to a tablet, tablet-based data updates (as in Call mode or Data entry mode), and re-uploading of the data to the NB database.  Ideally the data update part would work without a wireless link.  (Otherwise, this functionality already exists through a web browser.)


Adriel Hampton tagged Donald Darnell's Is there an easier way to record contacts with new prospects? with Advanced 2013-04-06 15:40:33 -0700

Is there an easier way to record contacts with new prospects?

We collect information from door-knocking and other field activities -- often with people we don't have in our database -- on paper.  I would like to give a data entry person an easy process for adding a new person and address, recording the contact with them, and recording who made the contact (not the data entry person).  So far the only process I can figure out requires a lot of switching between pages.  Is there a more efficient way to do data entry on new people? 

Official response from Adriel Hampton

You could create a new list, add new people to a spreadsheet, import the CSV into that list, then use data entry mode to log the contacts more efficiently. To log a contact by a person other than the one doing data entry, the first person needs a broadcaster record. You might also contact Liberal Art, and NationBuilder Architect firm that created an offline petition signature reporting tool  for NationBuilder.


Donald Darnell commented on Is there a way to delete old donation records? 2013-03-17 22:00:42 -0700 · Flag
Thank you, Jason. Sorry I did not manage to find that myself.

Kajute O'Riordan tagged Donald Darnell's Delete several lists quickly with Important 2013-04-17 20:26:32 -0700

Delete several lists quickly

I have a LOT of old saved lists which I would like to clean up.  I see how to delete them one at a time, but this is quite time consuming.


Donald Darnell commented on What happened to the How To videos? 2013-03-17 22:02:25 -0700 · Flag
Thanks, Jason. I like the new look.

Donald Darnell commented on search for all admin 2013-03-17 22:03:53 -0700 · Flag
Thanks for your consideration, Jason. And feel free to delete this post!

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