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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 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 further

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

Areas overview

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

 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


Setting up areas using postcodes or geocodes

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

  • Depending on your configuration

    • If using postcode areas, see section 3

    • If using geocode areas, see section 4

3. Adding/editing areas using postcodes 

  • Adding a level 1 area (see Overview notes above)

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

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 level 2 or 3 areas (see Overview notes above)

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

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 
e.g. Aberford could be ABE

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

5. Save changes

  • Click Accept to save changes 

  • Log-out and back in for the changes to take effect


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