Service Areas allow you to create custom geographical area codes to assign to grants, funds, profiles, donations and campaigns. You can assign a custom group of city/state/province combinations to a service area.
Setting the city/state/province does not add any profiles, donations, or grants to the service area. It also does not allow for reporting just because the city/state/province matches on the profile/donation/grant. Filtering only works if the service area is set on the record, which can be done during the import of the profile/donation/grant.
Service areas set on profiles and funds impact grants. If a service area is set on a grantee and a new grant is created for that grantee, the service area auto-fills on the grant record. If the grantee service area is blank but the granting fund has a service area, the granting fund's service area will auto-fill on the grant record. The auto-filled service area can be changed on the grant if necessary.
Follow these steps to create a service area:
- Navigate to Service Areas from the Home page.
- Click Create on the left-side menu.
- Type the name of the service area you wish to track.
- Click Create.
- Click Add City/State (or Province) from the left-side menu.
- Enter a city and state/province for the defined area.
- Click Add.
- Continue adding cities and states/provinces to define the area.
