Learn how to create and manage custom regions in Vault to group suburbs and streamline area-based tasks.
This article covers:
About custom regions
Note: You need system admin access to create custom regions.
Custom regions let you group multiple suburbs into a single region for easier management. These regions can be applied across various MRI Vault features, such as filtering contacts or setting up requirements.
Tip: Learn how to define precincts on a map and use them to filter properties, contacts, and reports.
Add a custom region
To create a custom region:
- Go to Settings > Custom Regions
- Click Add Custom Region (bottom right)
- Enter Region Details
- Name - Enter a clear, descriptive name
- Add - Search and select suburbs to include in the region
-
Area(s) - Review the selected suburbs. Remove any if needed
- Click Save to complete the setup
Use custom regions
Custom regions can be applied in several areas of MRI Vault:
-
Buy/rent requirements - When you select a region, all suburbs within it are included. You can adjust individual suburbs without affecting the region as a whole
- Example: If a client wants to buy near Balmain but not Birchgrove, you can remove Birchgrove from the requirement
- Filtering contacts and properties - Use custom regions in filter contacts and filter properties for targeted searches