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Industry tags: Overview

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Summary

Learn about industry tags and how they are used in MindBridge.


Configuration details

You must have App Admin access to add industry tags to libraries.


Overview

When creating account groupings containing many different accounts, there may be instances of overlap where only a portion or a subset of a full account mapping is needed.

Industry tags help narrow the focus from a master list of accounts so you can create libraries that employ only a portion of an account grouping’s accounts based on a specific industry.

Base library Industry tags
MindBridge for-profit for-profit
MindBridge not-for-profit not-for-profit
MindBridge not-for-profit with fund not-for-profit
MindBridge Review for-profit


Add an industry tag

Note: You can only add industry tags to new libraries.
  1. Go to Admin > Libraries.
  2. Select Create library.
  3. Select a Base library from the menu.
    The Industry tags field will populate with the default industry tag.
  4. Depending on the base library you selected, you may be able to use the Industry tags menu to select additional industry tags.


View an industry tag

  1. Go to Admin > Libraries.
  2. Open the Actions menu in line with the library you want to view.
  3. Select View library.
    The library tags are listed on the left side of the page.


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