Service Areas

Written by James Meyers

Last published at: April 14th, 2022

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.