Overview
Form View allows structured data entry using a predefined Form. It supports lists of 2,500 contacts or fewer.
Step 1: Open Form View
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From the EveryAction Home page → Data Entry → Form View
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If your menu looks different, use Search for a page to find Form View.
Step 2: Choose how to load records
Select one option:
- Use My List
- Let me enter a List Number
- Use Quick Look Up
- Use Automatch
Step 3: Select form settings
Choose:
- Form
- Canvasser
- Date Canvassed
- Contact Method
- Sort Order
Select Save/Next.
Step 4: Enter data
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Enter data one record at a time and select Save/Next to continue.
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