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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.

Disclaimer

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 TerminologyExample
3Super GroupCounty
2GroupTown
1AreaSuburb

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 customer.


 Points to consider before adding areas

It is recommended that the following points are considered before changing/adding areas:

ConsiderationObservation
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 Reapit Agency Cloud


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 NamePostcodesGroup includesL3 Group = Big County
Big Suburb 1NW1,NW2Big County, Big TownL2 Groups = Big Town, Smaller Town
Big Suburb 2NW3,NW4Big County, Big Town
Smaller Suburb 1TW1,TW2Big County, Smaller Town

1. Access Area Setup screen

  • Click your user name / office / picture at the top of the main menu to view the System menu

  • Click Configuration and select Setup Areas


2. Area Setup screen

The Area Setup screen shows all areas currently set up - use the Filter options to choose which areas to view

  • Click the Add button
    This action displays the Add/Edit Area screen shown below

Add/Edit Area - adding a level 1 area (see Overview notes above)


Note the following settings:

Name

Enter name of area as you wish it to appear to users

LevelSet to 1 for lowest level
Code

Define your own unique key for the area 
e.g. Aberford could be ABE

Related DepartmentsLimit use of the area to specific departments - click Select to pick from your department list
Related OfficesLimit use of the area to specific offices - click Select to pick from your office list
Portal regionSpecific 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)


Add/Edit Area - adding level 2 or 3 areas (see Overview notes above)

NameEnter name of area as you wish it to appear to users
LevelSet to 2 (or 3, if 2 already added)
CodeDefine 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. Save changes

  • Click Accept to save changes 


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