Configuring Industry Codes

Use industry codes to identify the core business of a sales account. Industry codes are referenced on the Profile Productivity Statistics report in PMS.

Adding an Industry Code

From the Administration menu, select Client Relations, select Profile Management, and then select Industry Codes.
Click New and complete the following fields:
1. Code: Enter a code that briefly describes the industry code (for example, HC for health care, FIN for finance, ENT for entertainment, TECH for technology, and so on).
2. Description: Enter a detailed description of the industry code.
3. Manage Translations: (Available when the Multi Language function under the General group is active.) Select to open the multi-language descriptions screen and configure a language translation for the description.
4. Sequence: Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned.
Click Save to save and exit or click Save and Continue to save this code and add another.

Editing an Industry Code

From the Administration menu, select Client Relations, select Profile Management, and then select Industry Codes.
Enter search criteria and click Search.
In the search results, select the code, click the vertical ellipsis Actions menu and select Edit.
1. Inactive: Select to inactivate the current code. Inactive codes are not available for selection on a profile, but are available for selection in report filters.
Update the configuration and click Save.

Deleting an Industry Code

From the Administration menu, select Client Relations, select Profile Management, and then select Industry Codes.
Enter search criteria and click Search.
In the search results, select the code, click the vertical ellipsis Actions menu and select Delete.

Note:

Only inactive codes that are not currently used in a profile can be deleted.
Click Delete.