Selecting an industry code for a client

Use the Select Industry Code dialog to choose an industry code when setting up a client.

  1. Choose Setup > Clients to open the Main tab of the Clients screen.
  2. Click the Edit button.
  3. Click the More Ellipse button next to the Industry Code field.
  4. In the Select Industry Code dialog, do one of the following:
    • Enter the industry code, or part of the code, in the Find field and click the Find button, then choose the code from the list of search results.
    • Click the Expand Plus button to expand a grouping, and then click on a code to select the code.
  5. Click the Select button to return to the Clients screen.

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