How to: Set Up Industry Groups for Contact Companies
You use industry groups to indicate the type of industry to which your contacts belong, for example, the retail industry or the automobile industry.
Using industry groups on contacts is a two-step process. First, you define the industry group code. You only have to perform this step one time for each industry group. Once you have an industry group code, you can start to assign the code to contact companies.
If you plan to synchronize your contacts with vendors, customers, or bank accounts in other parts of the application, you may want to set up a business relation for them.
To define an industry group code
The industry group code defines the type or category of the group, such as ADVERT for advertising, or PRESS, for TV and radio. You can have several industry group codes. To define the industry groups, you use the Industry Groups window.
- Choose the icon, enter Industry Groups, and then choose the related link.
- Choose the New action, and fill in a code and description. The code can be a maximum of 11 characters, and can be any combination of numbers and letters.
To assign industry groups to a contact
You cannot assign industry groups to a contact person - only companies.
- Open the contact.
- Choose the Company action, and then the Industry Groups action. The Contact Industry Groups window opens.
- In the Industry Groups Code field, select the industry groups you want to assign.
Repeat these steps to assign as many industry groups as you want. You can also assign industry groups from the contact list by following the same procedure.
The number of industry groups that you have assigned to the contact is displayed in the No. of Industry Groups field in the Segmentation section in the Contact window.
After you have assigned industry groups to your contacts, you can use this information to select contacts for your segments. For more information, see How to: Add Contacts to Segments.