Industries and Occupation Codes

Industries and Occupation Codes function as an additional coding system for your People, Company, and Job records.

These lists cannot be edited in any way. If you wish to create a custom coding system for your data, you can do so through the use of Tags.

To add Industry or Occupation Codes to a record:

  • Navigate to the corresponding Person, Company, or Job Datasheet
  • Locate the Tags & Codes card
  • Click the edit icon in the top right corner of the card to inline edit the corresponding fields

  • Begin typing in the corresponding field to the right to view matching results, or click the Select link to review and select from a full list of options

  • Click the Save button once you’ve selected the appropriate Industries and/or Occupation Codes

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