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Navigating to Industries
CONFIGURATION > CRM APPLICATION > CONTACT INFORMATION > SET UP INDUSTRIES
What are Industries?
Use Industries to 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.
Validations & Restrictions
| Action | Validations | Restrictions |
|---|---|---|
| Create |
|
|
| Edit |
|
|
| Delete |
|
|
Attributes
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' |