My Call List
Getting Started Guide
Contents
1Logging In
Open My Call List in Safari on your iPhone. You will be prompted to enter your PIN before accessing any contact data.
- 1Type your 4-digit PIN into the PIN field.
- 2Tap Enter or press Return on the keyboard.
- 3If the PIN is correct, the list options screen appears immediately.
The PIN screen — enter your PIN and tap Enter
2List Options Overview
After logging in, you will see six list options. Each one filters your contacts differently. Tap any option to load that list.
The six list options
All Donors and Leads — Everyone in the system, excluding Do Not Contact records.
All Leads Who Have NOT Donated — Active contacts with no donation recorded.
All Leads Who Have Donated — Active contacts with a recorded donation.
All Call Backs — Active contacts who have a callback date set, sorted earliest first.
Do Not Call — Contacts marked Do Not Contact. See Restoring a Contact if a record was marked by mistake.
All with Building — Active contacts assigned to a building, sorted by building, unit, then name.
3Reading a Contact Card
Each contact appears as a card in the list. The card shows the contact's name, phone number, and any relevant badges.
Sample contact cards showing name, phone, and badges
Badges provide at-a-glance information:
$250 Donation amount recorded
Callback: 03/15/26 Callback date is set
Sunset Towers Building assignment
The phone number shown on the card is plain text — not tappable. To call a contact, tap the card to open the detail screen where a tappable phone link is available.
4Opening a Contact Detail
Tap anywhere on a contact card to open the detail screen for that contact.
The detail screen showing contact info and edit fields
The top section shows read-only contact information:
- ·Name and tappable phone link — tap the phone number to call directly
- ·Donation and Building badges if applicable
- ·Address, email (tappable), and Last Note date
Below the contact info is the Edit section where you can update notes, callback date, pledge amount, and other fields.
Tap the ← back arrow to return to the list. If you have made changes without saving, you will be asked to confirm before leaving.
5Editing Notes
The Notes field is a free-text area where you can record call outcomes, follow-up information, or any other details about a contact.
The Notes field in the Edit section
- 1Tap the Notes field to open the keyboard.
- 2Type your note. Existing notes remain below — new entries are added at the top.
- 3Tap Save to write the changes to the sheet.
The Last Note date shown in the contact info section updates to today's date every time you save.
6Setting a Callback Date
Use the Callback Date field to schedule a follow-up call. Contacts with a callback date appear in the All Call Backs list, sorted earliest first.
The Callback Date picker in the Edit section
- 1Tap the Callback Date field to open the date picker.
- 2Select the desired date.
- 3Tap Save to store the date.
7Pledge Amount
The Pledge field records a financial commitment from a contact. It appears at the top right of the Edit section.
The Pledge $ field at the top of the Edit section
- 1Tap the Pledge $ field and enter a whole dollar amount. No decimals are allowed.
- 2The pledge date next to the field updates immediately to today's date as you type.
- 3Tap Save to store both the amount and the date.
8Host Event and Yard Sign
Two checkboxes near the bottom of the Edit section allow you to flag a contact's willingness to help with campaign activities.
Host Event and Yard Sign on one line
Host Event — Check this box if the contact is willing to host a campaign event. Stored as "Event" in the sheet.
Yard Sign — Check this box if the contact wants a yard sign. Stored as "Yard Sign" in the sheet.
Tap Save after checking or unchecking either box to record the change.
9Removing from Call List
If a contact requests not to be contacted, use the Remove from Call List button at the bottom of the detail screen. This marks them as Do Not Contact and removes them from all active lists.
The Remove button and the type-to-confirm overlay
- 1Tap Remove from Call List at the bottom of the detail screen.
- 2A confirmation screen appears. Type the word Remove exactly.
- 3Tap Confirm. The contact is immediately removed from the current list.
10Restoring a Contact
Contacts marked Do Not Contact appear in the Do Not Call list. From there you can restore a contact if they were marked by mistake or have changed their mind.
The Restore to Call List button on a Do Not Call record
- 1Open the Do Not Call list from the home screen.
- 2Tap the contact you want to restore.
- 3Tap Restore to Call List at the bottom of the screen.
- 4Type the word Restore exactly in the confirmation field.
- 5Tap Confirm. The contact is restored and you are returned to the home screen.
11Editing Contact Info
Basic contact details such as name, phone, address, and email can be updated directly from the detail screen using the Edit button in the upper right corner.
The Edit button opens the contact info editor
- 1Tap the small Edit button in the upper right of the detail screen.
- 2A panel slides in with fields for First, Last, Phone, Address, Unit, Zip, and Email.
- 3Make your changes. Name and address fields auto-capitalize. Phone accepts digits only. Zip must be exactly 5 digits. Email is validated before proceeding.
- 4Tap Review Changes. A summary of only the changed fields is shown.
- 5Tap Save to write the changes, or Discard to cancel.
The confirm overlay showing before and after values