About Industry Types
Industry Type is a field that helps you to categorise and group different Accounts. These are fully customisable and can contain any title or label fits your organisation. Once an Industry Type is applied to an account you can then use the search filters to view all accounts that have specific industry types associated with them.
You are able to use the Clients by Industry Type widget to view all clients linked to the various Industry types that you have created. Similarly, you can use the Industry Type field for reporting as well.
Select the settings cog at the top right of the page.
Select General settings.
Click on the Accounts tab along the top of the page.
It will default to the Industry type sub-menu on the left and will display all of the industry types that are available. You can delete any of these by selecting the red Delete button in each of the rows.
To add a new industry type select Add type at the top of the panel. Simply enter the name of the industry type you would like to add and select Add type.
Once an industry type has been added it will appear on the dropdown in any Industry type field you select. It can be assigned to Accounts or to Events by simply editing each individually.
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You are able to use the Clients by Industry Type widget to view all clients linked to the various Industry types that you have created. Similarly, you can use the Industry Type field for reporting as well.
How to create Industry Types
Select the settings cog at the top right of the page.
Select General settings.
Click on the Accounts tab along the top of the page.
It will default to the Industry type sub-menu on the left and will display all of the industry types that are available. You can delete any of these by selecting the red Delete button in each of the rows.
To add a new industry type select Add type at the top of the panel. Simply enter the name of the industry type you would like to add and select Add type.
Once an industry type has been added it will appear on the dropdown in any Industry type field you select. It can be assigned to Accounts or to Events by simply editing each individually.
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Updated on: 07/09/2020
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