Log engagement

Labels (suggested from the comment, tap to change)
Topics covered
Visit outcome

Status

Labels
Follow-up
Photos
Card activity

    Add or import levy payers

    Columns are matched from the header row (name, address, street, postcode, contact, zone). Levy payers already on the board with the same name and address are skipped.

    Close round and reset board

    The closing round's results are saved to the Summary tab. Card history, follow-ups and the activity log are kept. The reset is recorded under your name.

    Add topic

    Manage labels

    Trigger words are separated by commas. When a ranger's comment contains one, the label is suggested automatically.

    EboracumBIDengage

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    People and access

    Add person

    BIDs this person can open

    Add a BID

    Each BID has its own levy payers, topics, rounds and activity log. BID clients only ever see the BIDs you give them.