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KLERQ Knowledge Base

Edit an industry

Overview

Section titled “Overview”

Everything about an industry is changed from the Edit option on its own panel — including the fields you skipped when creating it.

Steps

Section titled “Steps”
  1. In the left menu bar, click industries under the Firm heading.

Step 1

  1. Click the record you want to work with to open its panel.

Step 2

  1. Click the ⋮ menu in the top-right corner of the panel, then choose Edit.

Step 3

Step 3

  1. Change whatever you need and save. Updates apply everywhere the industry appears.

Step 4

Section titled “Related”