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Navigating to 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

Attributes

An * indicates a field is mandatory