Navigating to Industry Sectors

CONFIGURATION > CRM APPLICATION > CONTACT INFORMATION > SET UP INDUSTRY SECTORS

What are Industry Sectors?

Industry Sectors are used to define a number of large segments of the economy that share a similar business type. Industry sectors have a flat structure and can be used as Contact Information for both Companies and Persons.

Navigate to Industry Sectors and explore existing records via the Summary page.
Click on the link (Name or Number) of any record to enter the Data Entry page and see more detail.
Use the Actions Menu to create a NEW Industry Sectors, EDIT or DELETE an existing one.
Use BACK to return to the summary page and CANCEL to revert from unwanted changes made to the Industry Sectors.

Check the Validations below for a list of available Actions when working with Industry Sectors, including each Action's related validations.

View the Attributes Table for a comprehensive description of the Industry Sectors' fields.

Validations

Action	Validations
Create	Mandatory Fields must be defined.
Edit	Mandatory Fields must be defined.
Delete	Delete Cannot delete an Industry Sector if it is the 'parent' node. Deleted Industry Sectors are still visible on Contact Information created using those Industry Sectors.

Attributes

An * indicates a field is mandatory.

Name	Description
Name*	The name of the Industry Sector.
Description	The description of the Industry Sector.
Alternative Code*	An alternative unique code of the Industry Sector. Unless otherwise specified, the codes for new Industry Sectors default to the sector's Name initials in capital letters.
Log Information	The standard set of Log Details information available in all entities.

Related Areas

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Configuring Industries
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Configuring Contact Information Definitions
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Configuring Contact Information Categories
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Configuring Industry Sectors
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Applying the Contact Information Uniqueness Rule
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Understanding Contact Information
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Managing Contact Information
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Changing the Contact Address State

Helpful Links

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CRM.COM Quickstart Manual
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Working with Summary Pages - R18
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Working with Summary Pages
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Working with Summary Pages - R15
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Extracting a Printout from a Data Entry page

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