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Introduction
The Manage Custom Districts page gives users the ability to create custom geographic areas based on other geographic areas. Custom Districts can then be used to generate universes, run count reports, and set Account Geography filters, along with any other processes that utilize geography.
- To access the Manage Custom Districts page, click on the Admin section in the navigation menu, click Additional System Data Settings, and click Manage Custom Districts.
Creating Custom Districts
Click the blue Add New button on the right-hand side of the screen. A pop-up will appear.
- Use the Custom District Name textbox to assign a name to the Custom District.
- Use the Enter District Name textbox to type in the name of a district you would like to add to your Custom District. As you type, suggestions will appear underneath the textbox.
- Once you have found the district you would like to add to the Custom District, click the name of the district. It will appear in the box underneath the Enter District Name textbox.
- Repeat until you have added the desired districts.
- To remove a district from your Custom District, click the X button next to the corresponding entry in the list of districts you have added.
- Click the Save button to save the Custom District, or click the Save and Add New button to save the Custom District and create a new one.
To edit a Custom District, click on its name in the table of Custom Districts. A pop-up will appear with the same fields that appear in the pop-up to create a new Custom District.