NeonCRM has connected with the US Census's database of congressional district data. This utility allows you to append congressional districts to the accounts in your NeonCRM system. You can include:
- Federal Congressional District
- State Upper House (Senate) District
- State Lower House (House) District
These districts are assigned based on the five-digit ZIP code. The data source uses Zip Code Tabulation Areas.
Enabling Congressional Districts
Navigate to Settings Cog > Global Settings > Accounts > Properties > Congressional Districts
To enable this feature, simply click the checkbox next to Enable Congressional Districts and click Save. You may need to log out of NeonCRM and log back in to see the changes.
Adding District Data to Accounts
There are three ways to add congressional district data to accounts.
Appending data to your entire database
If you have existing accounts in NeonCRM, you can add the district data to everyone's accounts at the same time by clicking Append Congressional Districts to Existing Accounts. Depending on the number of people in your NeonCRM system, this may take some time to complete.
Importing New Data
If you use NeonCRM's Import Manager tool to import new accounts, congressional districts will be added to accounts, assuming they have a ZIP code.
Creating New Accounts
Districts data will be added to an account when you enter a ZIP code in the data entry field.
The districts will now appear with the address on the account's detail page.
If you want to track districts for reporting, but do not want to see them in a particular section of the account page, open the Actions Menu in that section of the account page and select Configure Fields.
Here, you can remove these fields from the address view.
District Data is available as both search criteria and output columns in the following reports:
- Mailing Report
- All Accounts Report
- Household Report
- Email Report
- Build Email Audiences
Search Criteria for Congressional Districts
Search for anybody in a given district by choosing the operator Equal and entering the district number. This will return anybody who is located in this district, including people whose records have multiple districts.
Search for people within a number of districts by using the operator In Range Of and entering the district numbers, separated by commas.