What
This article explains how to add Sectors to Client entities. This enables users to correctly arrange Client entities into Subsectors.
NOTE: The instructions in this article can only be carried out by your organisation's System Administrator.
Where
Home > Clients > Select your View > Click into a Client record > Comments section > Click Sector field
Home > Config > Subsectors
How
There are two ways you can add Sectors to a Client - via the Client entity itself, or through the Configuration menu:
1. Navigate to a Client record via the sitemap:
2. Once you have found the Client, go to the Sector field (#1 below) - you are also able to add a Subsector should it be needed (#2 below):
3. System Administrators can create and access all Sectors and Subsectors via the Configuration menu in the Area selector at the bottom-left pane of the screen:
4. Users can see the list of Sectors that have been created. To create a new Sector click on +New:
5. Simply input the name you wish to label the Sector as, then click Save.
The new Sector field is then also displayed on a Vacancy and Placement form.