Use the opportunity to add missing data or update the existing contact info in CiviCRM profiles when doing door-to-door canvassing. Update profiles the exact moment you have face-to-face conversations with respondents.
Follow these steps to view/update contact info when carrying out a survey:
- Go to the Reserved respondents screen.
- Tap the selected respondent to be redirected to the Contact details screen (Pic. 16.5.1).
When configuring a survey in CiviCRM, you create Contact profile for the survey with a set of fields that will contain required contact information. These fields are displayed on the Contact details screen and can be pre-populated or empty. For details see section 16.1 View Survey List & Details.
- Press “Edit” to add missing data or update the existing info (Pic. 16.5.1).
Verify that appropriate permissions are assigned.