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This article provides 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 your Reapit Customer Success Manager (CSM) if you wish to discuss furtherReapit

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A key contact can request access to the areas screen by contacting Reapit Support, click here to request this

Note
Before making changes to AgencyCloud configuration, the relevant guidance provided on in this page section should be read thoroughly - any changes made to configuration that causes an impact the on operation of AgencyCloud may incur a charge to rectify

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How areas work

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, in line with your requirements, as part of your Reapit project deployment of AgencyCloud in line with your requirements

Points to consider before adding areas

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

Area setup

How you add property areas depends on how your areas are stored - there are two methods by which areas are stored:

postcode setup
geocode setup

Tip

Moving from from one setup to another requires intervention from Reapit Professional Services

If you wish to discuss further, contact your Reapit Customer Success Manager (CSM) for assistance

Set up areas using

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postcode setup

1. Access Area Setup screen

From main menu:

Click your user name/office

/ picture at the

top left of

the

main menu

to view the System menu

Click Configuration and select Setup Areas

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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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Click the Add button
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Depending on your configurationsection

If using postcode areas, see

3

If using geocode areas, skip to section 4

3

. Add/edit areas using postcodes

Adding a level 1 area

- see Areas overview notes

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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 (this can not be changed once saved)
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: LS1,LS2,LS3 (for example)

Adding

Add level 2 or 3 areas

- see Areas overview notes

Image Modified
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 (this can not be changed once saved)
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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Save changes

Click Accept to save changes
Log-out and back in for the changes to take effect

Set up areas using geocode setup

1. Access Area Setup screen From main menu: Click your user name/office top left of main menu Click Configuration and select Setup Areas	Image Added
2. Area Setup screen The Area Setup screen shows all areas currently set up - use the Filter options to choose which areas to view Image Added Click the Add button Image Added
3. Add/edit area using geocodes Image Added
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 (this can not be changed once saved)
Drawing an area	Tick Edit on map Use the + and - buttons to zoom in/out of map Cursor will change to cross hair (+) Position cursor at start position on map and click Move to next position to create line and click again Repeat until the desired area is drawn and joined up Once created, lines can be dragged to the desired shape/coverage