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This guide has been reviewed against our global client base and classed as relevant to |
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all regions |
This article provides
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an overview of how to add or update property areas used within AgencyCloud
There are two methods by which areas are stored:
postcode
geocode
To move from one method to another requires intervention from Reapit Professional Services - contact
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your Reapit Customer Success Manager (CSM) if you wish to discuss further
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Before making changes to AgencyCloud configuration, the guidance provided on this page should be read thoroughly - any changes made to configuration that impact the operation of AgencyCloud may incur a charge to rectify |
Areas overview
Areas work in a hierarchy and are usually configured to 3 levels, for example:
Level | Terminology | Example |
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3 | Super Group | County |
2 | Group | Town |
1 | Area | Suburb |
These are then used against properties to drive matching
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- your areas will have been set up as part of your project deployment of
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AgencyCloud in line with your requirements
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It is recommended that the following points are considered before changing/adding areas: |
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As an example, you might find it useful to create a table similar to this to work from when applying changes:
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Setting up areas using postcodes or geocodes
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Access Area Setup screen
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2. Area Setup screen | |
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The Area Setup |
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screen shows all areas currently set up - use the Filter options to choose which areas to view
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3. Adding/editing areas using postcodes
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Name | Enter name of area as you wish it to appear to users |
Level | Set to 1 (lowest level) |
Code | Define your own unique key for the area |
Related Departments | Limit use of the area to specific departments - click Select to pick from your department list |
Related Offices | Limit use of the area to specific offices - click Select to pick from your office list |
Portal region | Specific to some overseas portals - not in general use |
Enter comma separated list of postcodes | Enter postcodes to be used in this area in the following format: |
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Name | Enter name of area as you wish it to appear to users |
Level | Set to 2 (or 3, if 2 already added) |
Code | Define your own unique key for the area |
Select areas in this group | Double-click areas to add to this higher level group - this selects them and moves them to the right of the screen |
4. Adding/editing areas using geocodes | |
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Name | Enter name of area as you wish it to appear to users |
Level | Set to 1 (lowest level) |
Code | Define your own unique key for the area |
Drawing an area |
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5. Save changes
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How to add or update property areas used within AgencyCloud |