An industry type can be assigned to a customer. The industry type can then be used to group customers, for example, you can run a sales report grouped by industry type. To manage industry types, navigate to Management Module > Customers > Tracking > Industry Type.


Managing Industry Type: 

  1. Enter a new Industry Type Name.
  2. Select a Parent Group for the industry type if desired.
        NOTE:  Any previously entered type can be used as a parent.
  3. Click Add New Type after every name entered.
  4. Make changes to Industry Types by clicking Edit and then Save.
  5. To delete an existing Industry Type, check the box next to the entries that you wish to remove and click Delete Selected Type.