Adding in new Match Areas

In Alto, you can easily add in new match areas and then enable them for your branch(es).

Once you've added in new match areas, you have the option to add these areas on to a property record which will enable a targeted match.
For more information on Adding in an area on a property, click here

1. Click Tools on the main toolbar
2. In the dropdown menu, click Templates and admin
3. On the side menu, under System Tools, click System Administration
4. Click Group Match Areas
5. Click Create New to add a new match area
   1. You can also click Edit to amend the Name or Status of an existing Match Area if you wish
6. Type in the new Match Area Name
7. Ensure the Status is set as Active
8. Click Create

Now that you have created the new Match Area, you must enable it for the relevant branch(es).

1. On the side menu, under System Tools, click System Administration
2. Click Branches
3. Click Edit alongside the branch that needs the Match Area
4. Scroll to the bottom and click Match Areas
5. Change the Match Area from Not in Use to In Use
6. Click Save

Related articles:

Create a Match List

Creating a match group for Properties

Property matching and Output Wizard