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Exact Synergy Enterprise   

Overview of subsectors

Menu path

Marketing ? Setup ? General? Subsectors


Subsectors are used to further group sectors of external parties (for example customers and suppliers) into the specific business segments. For example, the financial sector can be further categorized into their respective business segments such as insurance, retail banking, and investment banking. Like sectors, you can use subsectors to efficiently manage customer relationships.

Roles and rights

All users are able to access this page to view the subsectors. To create, modify, or delete subsectors, 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 subsectors?

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

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

How do I modify subsectors?

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

How do I delete subsectors?

  1. On the page, select the check boxes of the corresponding subsectors 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: 15.428.611
 Assortment:  Date: 15-08-2014
 Release:  Attachment:

ESE-OH240-Overviewofsubsectors-final.docx 36.8 KB View Download