How to create Contact Industry

Industry Picklists are selection lists used to populate the Industry data input field in Contacts with one of a number of predefined values. Picklists provided in the standard system can be altered to use customer-specific values.

Click on the Industry  Icon in the CONTACTS Section of the Picklists page.

The address bar link is: /?codelists&cl=industry

The Picklists - Industry page opens with a current list of Industry. To add another Industry, Click Add New in the header bar.

The Picklists - Industry page opens with the ADD NEW Industry form enabled. Enter the New Industry name and the Order in which it appears. Choose if this is a Default for each Contact that is added.

Click the down arrow in the Profile field to select the Profile this Industry belongs to. Only users belonging to the selected Profile will be able to see the Industry. To Create Profiles Refer article How to create a Profile.

Click the down arrow in the Parent Industry field to select the Parent Industry this Industry belongs to.

Click the down arrow in the Associated Tags field to select the Tags this Industry belongs to. These Tags will be available to assign to the Contact with this Industry. To Create Tags Refer article How to create Tags.

Click SAVE to commit the New Industry to the system.

To Delete a Industry, Click Delete at the end of the row of the Industry that has to be deleted.


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