Your walk sheets have come a long way, but is there any way to customize them further? My wish list for walk sheets, in ascending order of value and wow factor:
* option to show the tags for each person (so we know issues of concern, etc.) and a flag to show if they have volunteered or donated.
* option to show the latest notes for each person that has notes
* larger map with the ability to show more segments
* shifting this all to a handy iPad app that would update the database seamlessly and have the option of bringing addresses up automatically based on current location.
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.
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.)
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.
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.