Setup (General)
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This article applies to:

  • Product: DT Practice

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. Select the
    Edit
     button.
  3. Select the More 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 select the
      Find
       button, then choose the code from the list of search results.
    • Select the Expand button to expand a grouping, and then select a code to select the code.
  5. Use the
    Select
     button to return to the
    Clients
     screen.