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Exact Synergy Enterprise   

Overview of sectors

Menu path

Marketing ? Setup ? General ? Sectors


Sectors are used to group external parties, such as customers and suppliers, according to the nature of their business. Some examples of sectors are manufacturing, retail, financial, healthcare, education, services, and utilities. Sectors are used to enable the management of customer relationships. Sectors can be further categorized into subsectors. For more information, see Overview of subsectors.

Roles and rights

All users are able to access this page to view the sectors. However, to create, modify, or delete sectors, function right 305 – Maintain sectors and subsectors is required. By default, users with the Customer manager role have this function right.


  • For more details on function rights, go to System ? Setup ? Security ? Function rights.
  • For more details on roles, go to System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 240 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create sectors?

  1. On the page, click New.
  2. Under the Sector section, type a code for the sector at Code.
  3. Type a description for the sector at Description.
  4. Click Save.

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

How do I modify sectors?

  1. On the page, click the hyperlink of the corresponding sector under the Code column to be modified.
  2. Make the necessary changes.
  3. Click Save.

How do I delete sectors?

  1. On the page, select the check boxes of the corresponding sectors to be deleted.
  2. Click Delete. A message "Confirm: Delete?" will be displayed.
  3. Click OK.



Related documents

 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 15.403.149
 Assortment:  Date: 14-08-2014
 Release:  Attachment:

ESE-OH240-Overviewofsectors-final.docx 37.8 KB View Download