Exact Globe+

Maintaining subsectors

Menu path

System ➔ General ➔ CRM ➔ Subsectors

Introduction

In addition to maintaining sectors, Exact Globe Next allows you to maintain subsectors. Subsectors are useful as they give detailed information on the nature of business run by your accounts.

What version are you using?

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

How do I create subsectors?

1. In the main screen, click New. The Subsectors screen will be displayed.
2. Define the relevant fields.
3. Click Save.
4. Click Close.

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

How do I edit existing subsectors?

1. In the main screen, double-click or select the required subsector.
2. Click Open. The Subsectors screen will be displayed.
3. Make the required changes at the relevant fields.
4. Click Save.
5. Click Close.

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

How do I delete subsectors?

1. In the main screen, select the required subsector.
2. Click Delete.
3. The message “Depending on the size of your company, this function may take a long time because all files will be checked. Delete?” will be displayed.
4. Click Yes to continue or No to cancel deletion.

How do I generate a report?

1. In the main screen, click Report. The Report page will be displayed together with the details of the subsectors.
2. Click Printer settings to set up the page, click Export to change the format and the destination of the file, or click Print to print out the report.
3. Click Close to exit.

Related documents

• Creating and maintaining subsectors
• Exact video library
• Maintaining sectors