Client Analysis

First you need to create a client analysis group called 'Business Sector'.

1. Open the Utilities view in the left-hand pane.
2. Click on the Analysis Groups icon.
3. Select NEW from tool bar.

4. In the Analysis Group field, type Business Sector.

   There are two default client analysis groups: Business Type and Account Manager. These cannot be deleted.

   The Account Manager Analysis group is linked to the employees table. So only employees who are set up in the system can be assigned the role of Account Manager.

5. In the Analysis Type field, select Client.
6. Click Submit.

You have set up the Business Sector client analysis group.

Now you need to add a client analysis code within Business Sector called 'Agri'.

1. Open the Utilities view in the left-hand pane.
2. Click on the Client Analysis icon.
3. Select Business Sector in the Groups drop-down list.
4. Click NEW.
5. Type name of a business type in the Analysis Code field. In this example it's 'Agri'.
6. Click Submit.

You have added the 'Agri' client analysis code to the 'Business Sector' client analysis group.

Next we go to the Client Details screen, where we will associate the appropriate clients with the Agri sector.

1. Open the Edit view in the left-hand pane.
2. Click Clients in the left-hand pane.
3. Click EDIT.
4. In the main workspace select the relevant client in the drop-down list.
5. Scroll down to the Client Analysis Groups section. The new Business Sector analysis group has been added.
6. Select Agri in the Business Sector drop-down list.
7. Click Submit.