Client Industry List

In this guide we show you how to manage your client industry list.

Each client profile must have at least one industry assigned, for example Mechanical or Electrical. When creating or updating a client profile, the assigned industry must be selected from the list of industries available in this list.

Navigate to Admin->Settings then select the Lists Tab.

The Admin Area is only accessible if your user account has been granted the Administrator permission.

Admin Settings Client Industry List

Add Industry

Press thebutton to add a new industry.

When you begin adding clients to KISREC, the total number of clients for each industry will be displayed.

Totals Displayed For Each Client

Edit Industry

To edit an industry, press theicon to display the edit dialog.

Delete Industry

Press theicon to delete an industry from the list. You will notice theicon is only available when the client total is zero.

It is not possible to delete an industry when there are clients that have the industry assigned.