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  • Edit Service Areas

    To change the name of a Service Area you will need to edit it.

    • Go to Service Areas from the Home page
    • Select the Service Area that needs editing by selecting the ID number (eg. 1001)
    • Next, choose Edit from the left side menu


    • Change the name of the service area
    • Select the Save button when complete

    You can remove cities from the Service Area by selecting [delete] next to the city.

  • Service Areas

    Use Service Areas to filter your data and select profiles, grants, donations, opportunities, addresses, etc. that are located in specific geographical areas.

    Follow these steps to Create a Service Area:

    • From the Home page, go to Service Areas under the Non-Profit column
    • Choose Create from the left
    • Type the name of the Service Area you wish to track
    • Choose the Create button
    • Next pick Add City/State from the left menu
    • Enter a city and state for the defined area
    • Choose Add
    • Continue adding cities and states to define the area

    Once your Service Areas are defined you can tag donations, campaigns or funds related to that area.