In brief

Industry sectors are different types of businesses that your customers are engaged in. Customers belonging to a specific industry may have similar needs or goals, and industry-specific features such as products, price lists and case templates can be utilized. In reports it is possible to use industry as a search filter.

Managing industries

  1. Open to Tools > Settings > Industry sectors. Existing industries are displayed in the table with a link to the accounts that belong to that industry.
  2. To add an industry, enter the name, and click add.
  3. Or, edit an existing industry:
  • To change the name: Click the edit icon  for that row, enter or edit text and click Save.
  • To disable: Click disable for that row.
  • To delete: Click disable on the row and then click the Delete icon . When deleting an industry that is associated with accounts, a pop-up window will open that allows you to link the affected accounts to another industry.

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