Select an industry code for a client
You can use the
Select Industry Code
window to select the appropriate industry code for your client.- Select .
- In the Client info section, select the ellipsis
next to the Industry Codefield. - Select the plus signs for the codes to expand the list and break down the list into more specific codes. When you highlight an individual code,Selectbecomes available so you can select that industry code for the current client.
- Enter a search term in the field and selectFindto display theFind Industry Code Resultswindow, which lists only the industry codes containing your search term.