CRM NAICS Code

Index
CRM NAICS Code-Search Criteria/Grid
CRM NAICS Code-Details Page
CRM NAICS Code-Create

Additional Information
Customer Master(SU13)-Details Page
Customer Master (SU13)-Quick Entry-Details Page
Lead Master-Complete Entry-Details Page
Lead Master-Quick Entry-Details Page

The CRM NAICS Code view maintains records that can be applied to Customers, Prospects and/or Leads in the NAICS field on the details page of the Customer Master (SU13), Customer Master (SU13)-Quick Entry, Lead Master-Complete Entry and Lead Master-Quick Entry views.

NAICS is the North American Industry Classification System.
NAICS is used by business and government to classify and measure economic activity in Canada, Mexico and the United States.
The NAICS numbering system is a 6-digit code.

Note: The ability to create and update information in the CRM NAICS Code view is controlled by the permissions (create, read, update and delete) assigned to the resource within the role. This help topic assumes that you have the appropriate permissions to create and update records in the CRM NAICS Code view. For more information, see Role Master-Permissions.

You can edit the CRM NAICS Code information in either the Search Criteria/Grid page, in the grid section, or on the Details page.

The following fields are available on the CRM NAICS Code view and are based on the order in which they appear in the grid on the search page:

Company - every record in the PointForce iTopia SQL database includes the Company Number. When reviewing the results from your search, the Company Number will display for all CRM NAICS Code records. This field cannot be edited.
NAICS Code - displays a short description for the NAICS Code. This field cannot be edited.
NAICS Description - displays a description of the CRM NAICS Code. The Description can be a maximum of 64 alpha numeric characters in length. You can edit this field as required.

For information on the functionality of each button on the CRM NAICS Code Search Criteria Results/Grid page, click here.