CRM Software for Economic Development Organizations
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How to track your clients by Opportunity Zones and/or Rural status?

In this FAQ we will discuss the two fields on the Client's Address tab that are automatically updated and maintained by Neoserra:

These two fields are updated based upon the client's location within a census tract. In order for Neoserra to determine the census tract, Neoserra needs accurate latitudinal and longitudinal coordinates, which Neoserra is able to determine based upon valid street addresses.

Latitudinal and Longitudinal Data

The census tract field on the Address tab of the client record (and correspondingly the Opportunity Zone and Rural fields) is dependent upon accurate and complete address information in your database. Neoserra will attempt to determine the correct latitudinal and longitudinal coordinates of the physical address entered into the database. Addresses that include extraneous data, such as "Building X, Floor 99", or "Villa Tranquility" may not resolve to correct coordinates. A lot of times this additional address information can be safely added after a comma on a second line. For example, this is not a valid address:

And Neoserra will tell you that the level of accuracy for this address is only at the city level - not the street level:

But this is a valid address, with a comma after the street address and the additional information on a second line:

If Neoserra is not able to obtain exact latitudinal and longitudinal coordinates then it will resolve to the city level, and you may see multiple businesses "clustered" in the the center of the city, on the map, which, in turn, means that the census tract and correspondingly the Opportunity Zone and Rural information are also not correct.

However, you can also enter in your own latitudinal and longitudinal coordinates, if you know them. On the address tab of the client record, you will notice a "Locate" link:

Using this interface, you can either:

  • Manually move the red pin to the correct location for this client.
  • Use the "Plus Codes" menu option to enter in the client's plus code which is an international coding system that are generated from latitude and longitude and thus already exist for every spot on the planet. Nobody needs to apply for them, register them, or pay for them. You can find more about plus codes here: https://plus.codes.
  • Manually enter in the Latitude/Longitude information for the client.

If you use the "Locate" link and manually change the location of the client, then Neoserra will respect your edits and it will not overwrite the coordinates. However, if you then subsequently make a change to the address field, then Neoserra will again attempt to determine the location coordinates and potentially overwrite your manual edits.

Opportunity Zones

Per the IRS website: "Qualified Opportunity Zones were created by the 2017 Tax Cuts and Jobs Act. These zones are designed to spur economic development and job creation in distressed communities throughout the country and U.S. possessions by providing tax benefits to investors who invest eligible capital into these communities. The first set of opportunity zones, covering parts of 18 states, were designated on April 9, 2018. opportunity zones have now been designated covering parts of all 50 states, the District of Columbia and five U.S. territories." Opportunity Zones are based upon census tracts and you can find a list of all designated Opportunity Zones here.

The Opportunity Zone checkbox is a read-only checkbox that can be found on the Address tab of the client record. It is automatically updated based upon the census tract corresponding to the physical address of the client.

Finding all Clients in an Opportunity Zone

Neoserra has also been enhanced with a new filter called: "Is in a designated Opportunity Zone?" this allows you to find all clients located in an opportunity zone, as shown below:

If you want to apply this filter to your scorecard to see network wide impact with Opportunity Zone clients, then it is important to add a center selection to the filter:

You can save the filter and then apply it to your scorecard as shown below:

The scorecard results will be be filtered to show only those clients who are located in an Opportunity Zone.

Rural Status

Similar to the Opportunity Zone, the Rural read-only checkbox can also be found on the Address tab of the client record, and it too is dependent upon accurate address information.

Again, Neoserra will use the census tract information to determine whether a client is located in a Rural area based upon the USDA Lookup tables

Ultimately, most of the United States is deemed to be a rural area. This map shows, in white, all land deemed to be rural by the USDA. All urban areas are shown in pink:



Want more? Browse our extensive list of Neoserra FAQs.