Configuring Industry Codes
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:
-
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).
-
Description: Enter a detailed description of the industry code.
-
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.
-
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.
- 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.
Parent topic: Profile Management