Find Organizations and Opportunities Faster by Country
OUTCOMES:
- Learn how to toggle country filtering on and off
- Learn what other insights and reports that support country filtering
Introduction
Country filtering helps you find organizations and opportunities faster. If you run organizations and opportunities in multiple countries and you want to find them faster, you can always toggle country filtering on (and off).
How to Toggle Country Filtering On and Off
To start, click [Settings] in the left-hand sidebar from your homepage.
Go to [Country and Maps Preferences] under the Usage and Account section
Then,
- To allow country filtering for opportunities, click Per country filtering allowed for an opportunity (or its button)
- To allow country filtering for organizations, click Per country filtering allowed for an organization (or its button)
- Hit Save
How does the country filtering affect the opportunities and organisations pages?
Opportunities page with country filtering on
Opportunities page with country filtering off
Organisations page with country filtering on
Organisations page with country filtering off
Requiring Address Selection
To use the country filter, you need to ensure that addresses are filled in. Require address selection for all users when creating an organization or an opportunity.
If you set the address selection as not required for opportunities and/or organisations, those fields will then allow virtual addresses.
Note: If the opportunity or the organization is in rural areas (or informal settlements), there's a chance that the mapping solution won't be able to find the specific location of the opportunity or organization. The user must fill out the address information.
To do this, simply toggle on the Address selection is required for the creation of an opportunity and Address selection is required for the creation of an organization under [Country and Maps Preferences].
Note: Ensure your moderators are checking addresses to avoid missing any information.
Other Reports with Country Filtering
It's worth mentioning that some insights and reports also support country filtering.
Among these are:
- Hours by Activity type
- Attendees
- Custom report fields
- User Data
For more information:
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