Address Area

Follow

Apart from the usual address fields, you may want to add some further segmentation, boundaries, local teams, etc. to use for reporting or to quickly see what local team is assigned to a constituent.

To add an area

  • Open Settings > Configuration > Address Areas

mceclip0.png

  • Click on the + icon to the right of the screen
  • Enter the name of your Area in Description
  • Ensure it is set to Active
  • Click on Save Changes

mceclip1.png

 

The Area will then be available for use within your Donorfy within the Contact Details section of a Constituent’s Profile:

mceclip2.png

 

Reported on Address Area in Lists

In your List, click on the data field selector icon, and type 'Area' into the search field - the options will then be displayed:

mceclip3.png

Comments

0 comments
Please sign in to leave a comment.
Powered by Zendesk