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Navigating to Industries

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.

Validations & Restrictions

Action	Validations	Restrictions
Create	Mandatory Fields must be defined.	Not Applicable
Edit	Mandatory Fields must be defined.	Not Applicable
Delete	Not Applicable	Deleted Contact Information Industries are still visible in Contact Information created using those Industries.

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'.

Related Areas

Page:

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
Page:

Working with Summary Pages
Page:

Working with Summary Pages - R15
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Extracting a Printout from a Data Entry page

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