Adding Advocacy Issues

Modules>CRM>Advocacy Issues group item

Advocacy Issues are topics or causes that can be associated to individuals or organizations within netFORUM. These are intended to track legislative items which the association cares about. Based on the interests/regions/zones related to these advocacy issues, the association can contact individuals who they believe will be likely to contact their representatives on behalf of the association in regards to these topics.

To add an Advocacy Issue, complete the following steps:

1. Go to Modules>CRM to open the CRM module in netFORUM.
2. Click the Advocacy Issues group item to expand the group item menu.
3. Click the Add Advocacy Issue group item to open the Add - Advocacy Issue form.

   Field Name	Required	Description
   code	Required	Enter a code name for your Advocacy Issue.
   description	Optional	Enter a short description for the Advocacy Issue.
   type	Optional	Select a type form the drop-down menu. Many advocacy issues are tied to legislation. The bill and docket types allow you to assign the appropriate item to your advocacy issue.
   bill number	Optional	This field displays only when you select Bill from the type drop-down box. Enter the bill number so you can search by bill number later.
   docket number	Optional	This field displays only when you select Docket from the type drop-down box. Enter the docket number so you can search by docket number later.
   reference number	Optional	This field displays only when you select Other from the type drop-down box. Enter the reference number so you can search by reference number later.
   comment period	Optional	The comment period pertains to legislative items. This is the period when the item is due to be discussed by the legislative body and when people should contact their representatives regarding this issue.
   start date	Optional	Enter the date in m/d/yy format or click the calendar icon to select the date from a calendar.
   end date	Optional	Enter the date in m/d/yy format or click the calendar icon to select the date from a calendar.
   external alert id	Optional	If you have imported Advocacy Issues from a third part application, enter the external application's id here.

4. Enter the Advocacy Issue Code in the code field. (Required)
5. Enter information in the Optional fields,based on their definitions above.
6. Click the Save button.The Advocacy Issue Profile opens.