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6.4. Entity Information

Entity Information

This portion of the call sheet contains the record's personal information. This is the only section of the call sheet that is mandatory.

1. Profile picture: if the record has a profile picture, it will be displayed by checking this box.
2. Primary Phone/Email: the contact info that has been marked as primary on the record profile (blue star).
3. Spouse/Org Primary Connection: If the record has been linked to another individual as spouses, or to an organization/committee as the primary connection.
4. Voter & District Info: Based on address, pulled directly from profile.
5. Suggested Ask: a suggested contribution amount, based on data in the system of past contributions, along with a number of other factors, and then calculated by the system.
6. Connections: if the record has been connected to other records.
7. Custom Fields: If any custom fields are being used, they will pull to the call sheet if selected here.