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Areas work in a hierarchy and are usually configured to 3 levels, for example:
Level | Terminology | Example |
3 | Super Group | County |
2 | Group | Town |
1 | Area | Suburb |
These are then used against properties to drive matching - your areas will have been set up as part of your project deployment of AgencyCloud in line with your requirements
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It is recommended that the following points are considered before changing/adding areas:
Lowest Level (L1) Area | The lowest level of area, normally represented by the first 4 digits of the postcode that covers that area Ensure you have considered which postcodes you require |
Mid Level (L2) Group | Each area (L1) can be linked to a Mid Level Group - this is manual It is recommended that you make a note of this mapping outside of AgencyCloud |
Top Level (L3) Group | As above - it is not possible to link a L2 Group to a L3 Group The association is directly created by linking the L1 Area |
As an example, you might find it useful to create a table similar to this to work from when applying changes:
Area Name | Postcodes | Group includes | L3 Group = Big County |
Big Suburb 1 | NW1,NW2 | Big County, Big Town | L2 Groups = Big Town, Smaller Town |
Big Suburb 2 | NW3,NW4 | Big County, Big Town | |
Smaller Suburb 1 | TW1,TW2 | Big County, Smaller Town |
Set up areas using postcodes or geocodes
1. Access Area Setup screen From main menu:
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2. Area Setup screen The Area Setup screen shows all areas currently set up - use the Filter options to choose which areas to view 
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3. Add/edit 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  | |
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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If you have any issues using the self-service configuration screens, contact Reapit Support |
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