User actions

Choose Log Contact to open the contact form. Pick a contact method, type and status, add a note, then save. The result appears in the profile’s Activities tab.

Choose Log Donation, enter the amount, pick the payment method and save.

Choose Add to list, tick one or more lists and confirm. A new list can be created from the same screen.

Choose Add to canvassing list to see the canvassing lists available to you, tick the ones you want and confirm. You can create a new canvassing list here too, giving it a name and a slug.

Choose Sign Petition to see your sites and the petitions under each. Open a petition to see how many people have signed, then sign on this person’s behalf.

Choose Event RSVP, pick a site and then an event. Set the guest count, optionally mark them a volunteer or check them in, and confirm.

Choose Submit Survey, pick a site and a survey, answer the questions and submit.