| Excerpt | ||
|---|---|---|
| ||
Learn how you can configure Contact Information Industries |
to configure Industries |
Back to Contact Information Main Page
| Panel | ||||
|---|---|---|---|---|
| ||||
Table of Contents
|
What are Contact Information Industries?
Contact Information Industries is a set ......
Creating, Editing & DeletingNavigating to Industries
| Info |
|---|
CONFIGURATION > CRM APPLICATION > CONTACT INFORMATION > SET UP INDUSTRIES |
What are Industries?
Use Industries to group segments of the economy according to business activity.
As each industry can be broken down into sub-categories, there can be hundreds defined. Industries can be used as information in both companies and persons.
- Navigate to Industries and explore existing records via the Summary page. Industries follow a hierarchical structure, with 'parent' rows linked to multiple 'children' rows directly beneath them.
- Click on the (Name) link of any record to open a modal window with its related details. Select an existing industry for the parent to make the specific Industry a child or erase the parent name to make the specific Industry a parent itself.
- Either SAVE the changes or cancel (X) and go back to the Summary page.
- Create a new TREE TEMPLATE (ADD) or delete an existing one (REMOVE)
- Use EXPAND ALL to view parents and children and COLLAPSE ALL to only view parents.
Check the Validations & Restrictions Table below for a list of available Actions when working with Industries, including each Action's related validations and restrictions. View the Attributes Table for a comprehensive description of the Industries' fields.
| Anchor | ||||
|---|---|---|---|---|
|
| Action | Validations | Restrictions | Additional Information | |
|---|---|---|---|---|
| General | ||||
| Create |
|
| ||
| Edit |
|
| ||
| Delete |
Contact Information Industries attributes
Name | Description |
|---|---|
| Number | An auto generated number |
| Name* | ... |
| Alternative code* | ... |
Defining your own Contact Information Industries tailored to your company's needs
MAIN INFORMATION
LOG INFORMATION
Deleting Contact Information Industries
Visit /wiki/spaces/WIP/pages/10010220 Contact Information Industries for business examples related to
|
|
| Anchor | ||||
|---|---|---|---|---|
|
An * indicates a field is mandatory
Name | Description |
|---|---|
Name* | The name of the Industry. |
Code* | The code of the Industry. |
Description | The description of the Industry. |
Parent | The 'parent' row of the Industry, unless the Industry is a 'root'. |
| Panel | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||
Related Areas
|
| Panel | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||
| Popular Labels | ||||||||||
| spaceKey | V4Manual | style | heatmap||||||||
Helpful Links
|