Adding an organization to your Community-Based Organization (CBO) database in PublicInput is a straightforward process that can be done in just a few steps. Here’s a detailed guide to help you get started.
Note - if you're looking to add multiple organizations to your database, check out the spreadsheet upload option.
Step 1: Navigate to the CRM Page
First, go to the CRM page by clicking on the CRM option in the left navigation sidebar on your PublicInput dashboard.
Step 2: Access the Organizations Tab
Once you are on the CRM page, click on the Organizations tab to view existing organizations or add new ones.
Step 3: Search for Existing Organizations
Before adding a new organization, use the search function to check if the organization already exists in your database. You can also use filters to narrow down your search based on organization type.
Step 4: Add a New Organization
If the organization is not already listed:
Click on “Add New Organization”.
Enter the name of the organization.
Choose the type of organization from the pre-populated types.
To add new organization types, please use the spreadsheet import option.
Step 5: Enter Organization Details
Fill in the organization’s details including:
Description
Address, City, State, and Zip Code
(Adding an address will automatically populate it on the map on future loads).
Optional: Define a Service Area
You can define the service area by zooming in on the map and drawing the area that the organization serves or adding additional points for other locations served by this CBO.
Step 6: Add Contact Information
Include any additional information such as the organization’s website and contact details. You can also add a new contact within this section.
Step 8: Save and Review
After entering all the information, click “Create Organization” to save the details. You can review and edit the information if necessary or delete the organization if entered by mistake.
Related
For adding multiple organizations through a spreadsheet, refer to this article.