Defining and Searching by Regions

In addition to being able to search for people and jobs by email or city, Chronicle now lets you define regions based on zip/postal codes. You can define these regions in the Main System Setup. You can add zip codes to a group either by manually typing in the zips to add, or by picking a state and county.

If you are manually typing zips to add, separate values with spaces or commas. You can also use a hyphen to add a range of values.

To include more than one county in a group, use Add Region to create the group and add the first county, and then click Add Zips to this Region to add zips from other counties to the group.

Searching by Regions

There are several places where you can search by the regions that you define here:

The Job Financial view in the Job Manager lets you limit the list to jobs in a particular region or zip. This is particularly useful in evaluating your marketing since you can not only see numbers of jobs in each region but also the amount of profit from those jobs.

The new Category & Region query on the People tab lets you find all people who are also in a particular region. For example, you might use this to find all agents or adjustors in a particular county. This is particularly useful when you are trying to set up marketing groups or make marketing contact in particular areas.

The new Region & Date Range query on the Jobs tab lets you find all jobs in a region for the date range you specify.