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  1. Foundant Technologies
  2. CommunitySuite
  3. CommunitySuite - System Configuration

Service Areas

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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 can be deleted or archived, and they can be set in bulk from custom reports.

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. 
 
  1. Navigate to the Service Areas page and click Create in the left-side menu.
  2. Enter the service area name, and then click Create.
    create service area

  3. Click Add City/State (or Province) in the left-side menu.
  4. Enter a city and state/province for the defined area, and then click Add.
    add button

  5. Click Edit in the left-side menu.
  6. Enter the Public Name, and then click Save.
    • If the service area public name is entered, it will display on the Giving Hub in place of the service area name.
      • This functionality is not available in the legacy version of the Giving Hub.
        save button

 

  1. Navigate to the Service Areas page.
  2. Click the ID of the service area to be deleted.
    service area ID

  3. Click Delete in the left-side menu.
  4. Click Yes, Delete Service Area.
    • To re-assign the objects to a new service area, click the Re-Assign to drop-down menu and select the new service area.yes, deleted service area button

  1. Navigate to the Service Areas page.
  2. Click the ID of the service area to be archived.
    service area ID

  3. Click Archive in the left-side menu.
  4. Click [Yes].
    yes button

Unarchive a Service Area

Archived service areas can be unarchived for continued use.

  1. Navigate to the Service Areas page and click List Archived in the left-side menu.
  2. Click the ID of the service area to be unarchived.
    archived service area ID

  3. Click Un-Archive in the left-side menu.
  4. Click [Yes].
    yes button

Service areas can be set in bulk from Custom Reports. 

  1. Navigate to the Reports page and click Create Report in the left-side menu.
  2. Click Profile in the Custom Reports Objects column.profile

  3. Select the Profile Fields boxes of Name, Profile Id, Profile Service Area Id, and Profile Service Area Name, and then click Save.check profile fields

  4. Click Filter.
    • At least one filter must be applied to bulk update service areas.filter button

  5. Click the applicable Filter.
    •  In this example, City is selected.filter

  6. Enter/select the filter details, and then click Apply Report Filter.
    • In this example, Bozeman is entered as the Character Value.
      apply report filter button

  7. Click Bulk Actions in the left-side menu, and then click Set Service Area.
  8. Select the service area from the drop-down menu, check the boxes for the profiles to be added, and then click Set Service Area.profile ID boxes

  9. Click [Yes].
    yes button
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