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Defining Areas for Cities

Keeping area-wise track of customers will let you access details about buying patterns of customers from different areas. This in turn will help you create targeted campaigns and keep your planning customer-focused.

To access City Area screen, from the main menu select Configuration>City Area.

Main menu navigation

After you have defined cities in Nimbus you can start defining areas for each city. All defined areas for each city will appear in City Area drop down menu on the Customer screen.(add link)

Defining Areas for Cities

Select the City from the table (double clicking on that city row) whose areas you want to define.

Enter area name in the field named City Area.

Enter code for the area in the field named City Code.

Give it a Sort Order if you want to.

Enter Comments if any.

Once you have entered the required information for a particular area, click Save.

Defining city area

Similarly, define all areas that you need to define for any city. All defined areas will appear in list view on the Records tab. Areas

Now select the next city from the drop down menu and define areas for it, and so on.

Deleting an Area Record

To delete a record of any city area, select the city from the table on the Records tab, all defined areas for the selected city will appear in list view. Select the city area you want to delete and then click Delete.

Note: If a dependent record exists for any city area, you will not be able to delete area record. Dependent record means, city area is already attached to a customer on Customer screen.(add link)

Updating an Area Record

To update any City Area record, select a city from the table on the Records tab, all defined areas for the selected city will appear in list view. Now from list view select the area you want to update. Make changes and click Update.

 

in Configuring Nimbus