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Configuring Industries

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What does this section cover?

What are Contact Information Industries?

Industries are used to define specific segments of the economy that share highly similar business activities. Usually the number of industries that are defined can be in the hundreds, as each industry can be broken down into more specific industries. Therefore Industries have a hierarchical tree structure. Industries can be used as information in both companies and persons.

Industry Sectors can be used for Contact information (Person and Company)

Creating, Editing and Deleting Validations and Restrictions

ActionRestrictionsAdditional Information
Delete
  • Cannot delete an Industry if it is the parent node
  • Deleted Contact Information categories are still visible on Contact Information which were created using those categories

Industry attributes 

Name

Description

Name*

The name of the industry

Code*

The code of the industry

Description

The description of the industry

Parent

The parent of the industry, unless the industry is a root

Industries Tree Structure

ActionIcon
View all industries (Parents and Children)
Close all industries and only view Parents
Parent industry with children
Child industry with no children

Defining your own industries tailored to your company's needs

  1. Navigate to CONFIGURATION > CRM APPLICATION > CONTACT INFORMATION > SET UP INDUSTRIES
  2. Click on Expand All to look at the tree structure and all available industries

  3. Creating a new industry

    Follow the steps below in order to add a new industry:

    1. From the industries summary screen page click on "ADD"
    2. Add industry modal will open where you will provide the required information
      Contact Information Industries
      1. Parent: You can search for existing industries to set as parents to the new industry that you are adding.
        If you don't add anything then the new industry will be added as a Parent
      2. Name
      3. Code
      4. Description
    3. Click on "SAVE" to close the modal

  4. Modifying an industry

    Follow the steps below in order to modify an existing industry:

    1. Click on "Expand All" to see all the defined industries
    2. Click on the name of the industry you would like to update

    3. The edit industry modal will open, where you can update the industry information, change the parent or remove the parent

    4. When you are done click on "SAVE" to close the modal

  5. Deleting an industry

    Follow the steps below in order to delete an existing industry:

    1. Click on "Expand All" to see all the defined industries
    2. Check the box located at the left hand side of the industry you would like to delete

    3. Click on "REMOVE" found at the top of the tree structure
      Contact Information - Industries 

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