Exact Globe+

Creating and maintaining subsectors

Menu path

System ➔ General ➔ CRM ➔ Subsectors

Introduction

This document provides you the steps to creating and maintaining subsectors.

What version are you using?

The information in this document is applicable to product update 407. If you have versions lower than this, certain features explained here will not be applicable.

How do I create a subsector?

1. Go to System ➔ General ➔ CRM ➔ Subsectors.
2. Click New.
3. At Code, type the code for the subsector.
4. At Sector, click  to browse and select the sector to which the subsector belongs.
5. At Description, type the description for the subsector.
6. At Policy, click  to attach a policy to the subsector.
7. Click Save, and then click Close.

Keep in mind: All fields with the “!” icon are mandatory.

How do I edit the description of an existing subsector?

1. Go to System ➔ General ➔ CRM ➔ Subsectors.
2. Select the relevant subsector.
3. Click Open.
4. At Description, type the new description for the subsector.
5. Click Save, and then click Close.

Related documents

• Creating and maintaining sectors
• Maintaining sectors
• Maintaining subsectors
• Selecting sectors