Add your own custom industries for companies | Recruit CRM

What this feature does and when to use it?

Recruit CRM offers a feature that allows users to customize default industry fields for companies. You have the flexibility to add as many custom industries as you'd like to align with your diverse work portfolio! You can also delete custom industry options you no longer need, while keeping the built-in default options intact.

You can use this feature when:

You need industry options that are not available in the default Company Industry list.
You work across niche or specialized markets and want the industry field to reflect them.
You need to clean up or remove outdated custom industry options.

Adding a custom industry

Simply follow these steps to create custom industries for companies:

While creating a new company or editing an existing one in Recruit CRM, you'll have the option to fill in the company's industry field.
Locate the Company Industry field, and you can choose from a default list of industries or create your own custom industry.
If the industry you need is not in the default list, type the desired industry name into the search box of the Company Industry field.
Click the Add button that appears to create this as a new custom industry option.
Once added, you will find it from the User Added section within the Company Industry field.
After selecting the custom industry, click the Submit button to save the company with that custom industry selected.

You can also add a new custom industry directly from the "Company Industry" field on the company main profile page:

Delete a custom industry option

Go to a company record and edit the company.
Click on the Company Industry drop-down field to view all available options, including any you have added.
Find the custom industry option you want to remove.
Click the small trash bin icon next to that custom industry option to delete it. After clicking on it, you'll receive a confirmation message indicating that you've successfully deleted the custom industry option:

You can also delete the custom company industry from the company details page:

Please note that the default industry options cannot be deleted.

Troubleshooting

Problem: Cannot find a newly added custom industry

Likely cause: The custom industry was not saved or not selected from the User Added section.

What to check:

Open the Company Industry field and look under the User Added section.

Confirm that you clicked the Add button after typing the new industry name.

Resolution:

If the custom industry is not listed, type the name again and click the Add button, then select it from the User Added section and save the company.

Problem: Unable to delete an industry option

Likely cause: You are trying to delete a default industry option.

What to check:

Look for the trash bin icon next to the industry option.

Default industry options do not show a trash bin icon and cannot be removed.

Resolution:

Only delete options that display the trash bin icon.

If you do not see the icon, the option is a default industry and cannot be deleted

FAQs

Can I add more than one custom industry?

Yes. You can add as many custom industries as you would like to align with your diverse work portfolio.

Conclusion:

Custom company industries in Recruit CRM give you the flexibility to match the Company Industry field to your real markets and internal terminology. By adding, selecting, and deleting custom options directly from the Company Industry field, you can keep your data accurate, relevant, and easy for your team to work with.