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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE |
This article provides a simple overview of how to add, amend or update the areas used within Reapit Agency Cloud.
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 your Customer Success Manager if you wish to discuss further.
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Before making any changes with your Agency Cloud configuration ensure you have read through the guidance provided and that changes are verified. Correction of changes applied that impact the operation of Agency Cloud may incur a charge for our service team to address. |
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. Your areas will have been set up as part of your project deployment of Reapit Agency Cloud and agree with you as a customerin line with your requirements.
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It is recommended that the following points are considered before changing/adding areas:
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
1. Access Area Setup screen
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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. 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 for (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: | |
Add/Edit Area - adding
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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 e.g. Leeds North could be LEN | |
| 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 | 3|
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 e.g. Aberford could be ABE | |
| Drawing an area |
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5. Save changes
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