Contacts

The Contacts page shows everyone your organization has interacted with during canvassing. As a volunteer captain, you can see all contacts across the organization, add new ones, and update their information.

Viewing Contacts

Open Contacts from the sidebar. You'll see a list of all contacts with their key information.

Contacts list showing names, phone numbers, emails, and interaction counts

Each contact card shows:

Name — the contact's full name (and assessment badge, if one has been assigned)
Phone and/or email — contact information, if provided
Interaction and address counts — how many times the contact has been reached and at how many addresses
Date — when the contact was created

The list is paginated — use the navigation buttons at the top to move between pages, and adjust the Rows dropdown to control how many contacts appear per page.

Contact Detail

Tap a contact to view their full profile. The detail page has three sections.

Contact Info

The top card shows the contact's information — phone, email, primary language, notes, and creation date. Tap the Edit button (pencil icon) to update any of these fields.

When editing, you can also:

Change the assessment (e.g., Supportive, Undecided, Opposed)
Update the primary language
Add or edit notes (up to 2,000 characters)
Switch between Person and Business contact types

Address

Below the contact info, you'll see any addresses associated with this contact. Each address shows the full street address and a DNC (Do Not Contact) toggle. Flip this toggle to mark an address as do-not-contact, which prevents future canvassing at that location.

Interaction History

The bottom section shows every interaction recorded with this contact, sorted by most recent first.

Contact detail showing address with DNC toggle and interaction history with outcome badges

Each interaction shows:

Date, team, and canvasser — when it happened and who conducted it
Outcome badge — color-coded (e.g., Meaningful Conversation, Refused, No Answer)
Assessment badge — if an assessment was recorded
Address — where the interaction took place
Notes — any notes the canvasser left, shown in italics

Adding a Contact

To create a new contact, tap Add Contact at the top of the contacts list.

Add Contact dialog with fields for name, phone, email, assessment, language, and notes

Fill in the contact's information:

Field	Required	Description
Person / Business	Yes	Toggle between a person and a business contact.
First name / Last name	At least one	The contact's name (or business name).
Phone	No	Their phone number.
Email	No	Their email address.
Assessment	No	An initial assessment tag.
Primary language	No	Defaults to English.
Notes	No	Any additional context (up to 2,000 characters).

Tap Create Contact to save. The contact will appear in the contacts list.