How do I use Script View?

Overview

Script View guides data entry using a predefined Script and is commonly used for structured outreach. 

Step 1: Open Script View 

• From the EveryAction Home page → Data Entry → Script View 

• If your menu looks different, use Search for a page to find Script View. 

Step 2: Load records 

Choose: 

• Your current list, or 
• Enter a List Number from a printed list 

Step 3: Select script settings 

Choose: 

• Script 
• Canvasser 
• Contact Method 
• Sort Order 

Note: For large lists, select which portion to use. 

Step 4: Enter data 

• Enter information on one record at a time and select Save/Next. 

What else do you need help with? 

• Understanding Contact Data Entry Views