The Main Menu is the default home page when you first open your database. Access all the major features of Action Platform, various settings, preferences, and user options here.
Each of the main menu categories referenced below can also be found on the Sidebar.
This is where you can find reports, lists, or call sheets exported for download, as well as Follow Ups and Contacts over Contribution Limit.
This is where you will find your settings for your database, along with the ability to add users, create codes, or add contributions.
Quick Lookup
A quick way to search for contacts based on certain basic contact information. You also have the option to quick add a contact with or without contribution information. Alternatively, you can use the search bar located at the top of your screen.
This is where you are able to access Create a List as well as the list you may presently have pulled. This is also where you would find your Folders, which hold things like saved dynamic searches or static lists.
Within this category are options for MiniVAN and Canvass Results.
Canvass Results is a way to quickly see the canvass results of contacts in your database by county. You can narrow down by Input Type, Contact Type, or filter by list. You also have the ability to export this list to Excel. However, you are normally best served running a report from the report manager to get more specific information than what is available here.
MiniVAN is an app you can download on your phone to avoid canvassing using paper lists.
This is where you can find your Analytics Dashboard and the Report Manager.
The Analytics Dashboard allows you to see various statistical breakdowns for things like contributions, emails, or online activities. You also have the ability to create your own dashboard and customize how the statistics for categories are pulled and displayed.
The Report Manager is where you can run reports on Contributions, Disbursements, Online Activities, and various other options. This is also where you would create a new custom call sheet.
Load Data
Within this section are various ways to enter data either in bulk or individually. The first option available is called Quick Mark, which allows you to use Quick Look Up to quickly find and apply a single piece of data to multiple contacts. More information can be found here.
Script View is a way to enter data into a contact’s record using a Script you’ve created within your database. More information on how to use it can be found here.
Grid View allows you to pull a list of contacts and have a grid of data entry fields appear next to them in their respective rows. More information on using grid view can be found here.
Form View allows you to apply data via the layout of a form you have previously created. More information can be found here.
The Disclosure section is where you are able to create Cycles and Limits for your campaign, and where you can find the Disclosure Center. The Disclosure Center allows you to create Federal or State compliance reports that will automatically pull data in your database that needs to be disclosed to the Federal or State board of elections.
Fundraising
Within this section you can find the Call Time Management option, where you can add new asks, add/resume a call time session, or generate a call time session report. Call time sessions are a way to do the required data entry all on one screen.
Digital Engagement
Here you can find Digital Ad Plans, Online Actions, and Targeted Emails.
This is where you create all Events and can find lists of participants or other Event specific information.
Quick Tasks
The relationships option is store here, which allows you to link your user account to a contact record, or create relationships using Quick Look Up between contacts in your database.
Alternate search terms: quick lookup, quick lookups, quick look ups, quick look-up, quick look-ups