Customizing Call Mode, Data Entry Mode for canvasing

Is there an easy way in NationBuilder to customize the data entry options in Call Mode and/or Data Entry Mode? We would like phone canvasers to have some additional bubbles to click -- to add specialized tags to a supporter -- sort of like creating a mini custom survey. This would make the phone/doorknock canvassing process more efficient.

Thanks for providing an excellent set of tools for little campaigns like ours!

Official response from NationBuilder Support

You can customize the contact types by navigating to Settings > Defaults > Contact types.

We don't have the ability to add a tag except manually as you are doing calls and data entry. However, you can review contact history in the activity stream on either the main dashboard, or an individual volunteer's stream (just use the activity type drop down and go to Contacted), and you can review contact stats and other information in the main dashboard under Contact View.

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Dave Mathews

Dave Mathews commented
Daniel’s suggestion below (starting with “I am using”) is exactly what I need! I get that you can change the contact-type; that doesn’t help us know the result of the last call without opening a new tab, and spending more time fiddling with an interface/less time making calls. Seems like a VERY easy way to make our call-time more effective.
posted 2015-05-07 14:42:47 -0700
Dave Mathews

Dave Mathews tagged this with Not helpful

posted 2015-05-07 14:41:03 -0700
Daniel Niffenegger

Daniel Niffenegger tagged this with Not helpful

posted 2015-05-07 08:41:20 -0700
Daniel Niffenegger

Daniel Niffenegger commented
I am using US Search to fill in missing phone numbers, etc. I am spending a lot of time in Nation Builder flipping between different tabs: general, detailed view, etc. I there some way for me to customize the interface so that I see: First Name, Middle Name, Last Name, Age, Address, Phone, post comment field, etc. In other words, can I customize the interface so that I have the data I need and not more than I need? Thank you.
posted 2015-05-07 08:41:03 -0700
Dave Mathews

Dave Mathews commented
Is it possible to add a survey question to “call view”? I’m calling potential volunteers across the stat to invite them to one-on-one meetings with lead volunteers in their neighborhoods; I want to make “1 on 1 interest” a survey, and answer that question in Call Mode.

I don’t want it to be a tag, because I’d love available answers to be “yes”, “maybe”, “Later”, etc. I don’t want to create unique events for these 100+ people; a survey question seems easiest. How do I add that to call-view?
posted 2015-03-31 18:47:21 -0700
Ian Patrick Hines

Hines Digital
Hines Digital
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Ian Patrick Hines commented
Peter — That’s a great suggestion. I’d encourage you to write it up on http://nationbuilder.com/suggest
posted 2013-10-01 11:18:32 -0700
Peter Nelson

Peter Nelson commented
I would really like to have the ability to pick and choose what “people” fields appear in my Data Entry view. For example, if I pull up a list of members, I want to be able to show their ‘start date’ and ‘expires date’ and arrange them to appear where needed. Same for other fields.
posted 2013-09-30 17:11:35 -0700
Ian Patrick Hines

Hines Digital
Hines Digital
Certified Architect
Certified Expert

Ian Patrick Hines commented
Apologies, Donald. Adriel’s answer was actually a bit outdated. Those terms are no longer in use in the control panel.

I’ve updated the response to reflect the change.
posted 2013-09-17 11:20:08 -0700
Donald Darnell

Donald Darnell commented
Thanks for the quick reply, Ian. What do “methods” and “statutes” in Adriel’s message refer to?
posted 2013-09-13 11:49:57 -0700
Ian Patrick Hines

Hines Digital
Hines Digital
Certified Architect
Certified Expert

Ian Patrick Hines commented
Donald — You can absolutely customize the Contact (or Followup) Types, but not the medium of communication (i.e., email, phone call, etc.).
posted 2013-09-13 10:55:11 -0700
Donald Darnell

Donald Darnell commented
I would like to customize the options for method and reason (type?) of contact in those handy pull-down menus you have under contacts. Under Settings > Contacts I see how to change Contact Types, but not method or statute (whatever that is). Is that option hidden elsewhere?
posted 2013-09-12 15:54:30 -0700
Donald Darnell

Donald Darnell tagged this with Helpful

posted 2013-09-12 15:51:58 -0700
Donald Darnell

Donald Darnell tagged this with Important

posted 2013-08-03 20:58:57 -0700
Ian Patrick Hines

Hines Digital
Hines Digital
Certified Architect
Certified Expert

Ian Patrick Hines commented
Donald — That’s a great question! Custom Fields only appear on pages (where they’ve been added) and on Signup Records in the People section of the Control Panel.

For more information about how to use Custom Fields, check out: http://nationbuilder.com/how_do_i_use_custom_fields

PS — I assume that you’ve already seen that page, Donald, based on your question. I’m just including the link for reference purposes (in case others are curious).
posted 2013-05-17 09:45:34 -0700
Donald Darnell

Donald Darnell commented
Now that you have customized fields, can these be included in your call or data entry modes?
posted 2013-05-16 11:15:37 -0700
David Newman

David Newman commented
Settings > Contacts no longer exists in the new interface. Where do we enter types now? And once again, how can we customise the fields that are shown in the data entry screen for a new contact type?
posted 2013-03-05 22:52:03 -0800
Donald Darnell

Donald Darnell responded with completed

posted 2011-10-13 08:28:46 -0700