What are Custom Regions?
We provide the ability to group suburbs together to create a custom region. These Custom Regions can then be used to apply to multiple places within Vault. Below is a step-by-step guide on how to create your custom regions and where you can use them.
In order to set up custom regions, you will need to have system admin access. More information can be found in the User Management Settings knowledge article.
See also: Precincts Tool to isolate data via polygons drawn on the map
Step by step
1. Go to Settings > Custom Regions
2. Click on Add Custom Region in the bottom right-hand corner
3. You are then able to add the below custom region details:
- Name: - Be very specific here as this will be selected when applying the custom region
- Add: - Here you are able to search for existing areas to apply to the custom region
- Area(s): - This will populate the areas selected via the Add section, with the ability to remove areas if required
4. Once you have added the above details, click Save
Additional information
Where to use Custom Regions….
- Setting up Buy/Rent Requirements. More information can be found in the Contact Record: Requirements & Email Alerts knowledge article.
- When we select the region, all suburbs within are applied;
-
This means we can tweak the requirement without affecting the underlying region - for example, if someone wants to buy around Balmain but not in Birchgrove we can remove the suburb.
-
Custom Regions can also be used in "Filter Contacts" and “Filter Properties”. More information can be found in the Filter Contacts & Filter Properties knowledge articles.