Administering Info

*Only Admins have access to this feature.

You can access the "Info" menu by using the three dots in the top right of any page and selecting Info. You can also find and edit Info by selecting the tab for Customize.

Info is first grouped by entity or connection.  From there, it's divided into three levels:

1. Sections
2. Fields
3. Responses

Sections

Sections are the top of the Info hierarchy. Sections allow you to house multiple Fields and Responses together, which gives greater control over the customization of campaign. If your organization has multiple campaigns running simultaneously, creating separate Sections for each campaign can help you keep your data clean. It can also help you avoid having to recreate Info for a new campaign by allowing you to quickly and easily share Sections, Fields and Groups.

Fields

Fields are the info or questions you are asking. When creating a Field, you can choose a type as 'Standard', 'Address', 'Date', 'Number', 'Shift' or 'Notes'. 'Address' allows you to associate an address with a response while 'Notes' allows you to add a specific note to that response.  'Date' allows you to assign a specific date to a response (eg. Response could be 'Scheduled 1:1' with a date added to indict the date the 1:1 is scheduled for).  'Number' allows you to associate a number to a response (eg. response is 'Hourly Pay' and the number is their hourly pay).  Shift allows you to add a timezone and times for the days of the week that an entity might be on their shift.

Categories can also be 'Locked' so that responses can only be edited from the Field Administration menu, or 'Unlocked' so that activists and organizers can add new unique responses in the field using the Customize tab.

You can choose to make a category limited to one response per person or allow multiple responses within the same category.

Responses

Responses are the specific pieces of information that are relevant to the individual person.