| Info |
|---|
This guide has been reviewed against our global client base and classed as relevant to |
...
all regions |
This article provides
...
an overview of how to add
...
or update
...
property areas used within Reapit
...
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.
| Info | ||
|---|---|---|
| ||
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. |
...
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
A key contact can request access to the areas screen by contacting Reapit Support, click here to request this |
| Note |
|---|
Before making changes to configuration, the relevant guidance provided in this section should be read thoroughly - any changes made to configuration that causes an impact on operation may incur a charge to rectify |
This guide covers:
| Table of Contents | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
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
...
...
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 |
...
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 |
Setting up areas using postcodes or geocodes
...
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 postcode setup
1. Access Area Setup screen From main menu:
|
...
|
...
|
...
|
...
 | |
2. Area Setup screen | |
...
The Area Setup |
...
screen shows all areas currently set up - use the Filter options to choose which areas to view 
|
...
|
...
| |
3. |
...
Add/ |
...
edit areas using postcodes
|
...
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: |
...
|
...
| |
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. | |
...
Save changes
|
Set up areas using geocode setup
1. Access Area Setup screen From main menu:
|  |
2. Area Setup screen The Area Setup screen shows all areas currently set up - use the Filter options to choose which areas to view 
| |
3. Add/edit area 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 |
|
...
4. Save changes
|
Related articles
| Filter by label (Content by label) | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
...
|
...
| Note |
|---|
Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help |
| Excerpt | ||
|---|---|---|
|
...
How to add or update property areas used within Reapit |