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Industry Master

How to setup Industry Masters to apply to Companies in RMS.

 

Overview

Industry Masters can be applied to a Company as a way of categorising the type of industry the Company belongs to.

✎ Please Note: RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

 

 

Guide

In the side menu of RMS, go to Setup > Lookup Tables > Industry Master.

  1. Select 'Add'.
    Industry Master lookup table screen in RMS showing a list of existing industry masters with an Add button to create a new industry master entry
     
  2. Enter a Description.
  3. Enter a Short Description.
    Enter a Code (Optional).
  4. Select 'Save/Exit'.
    Industry Master details window with fields for Description, Short Description and an optional Code, and a Save/Exit button to add the new industry master for use on Company records

 

 

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