Classification of Companies and Contacts


For convenience, you can segment all accounts by category and industry. For example, you can divide accounts into suppliers, partners, customers, and advertising agencies, or trading companies.

Setting Up Categories and Industry Areas

To do the settings, go to System Settings → CRM → Reference and select the Account categories tab or the Industry tab.

By default, the system already has categories and industries created.

You can delete, edit, deactivate and add your own categories and industries. To edit (1) or delete (2), move the cursor over the name of category or industry.

To deactivate, uncheck the box in Active column. After that, the category or industry will not be displayed in the list for selection.

To add a new category or industry, enter the title and press the Enter button.

In front of each category and industry, the number of accounts that have been assigned to a given type or industry will be displayed.

The category and industry are selected when creating or editing an account card.