Step 1 - The Create New Item button

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Step 1 - The Create New Item button

 

The Create New Item button is a central entry point to raising new records in the system. The button acts as a drop-down list which allows you to select the type of record you would like to create:

 

 

Create New Item List_2

 

 

 

To create a new Advocacy record, choose the Client Advocacy Issue option. This will open the New Client Advocacy Issue screen.