Overview
The Line of Business table within CRM is a configurable lookup table that allows organizations to categorize, manage, and analyze their operations across different business segments.
Since most companies (e.g., healthcare, hospitality, staffing) operate in multiple areas, setting up distinct lines of business provides better tracking, reporting, and responsibility assignment.
Area
CRM → Code Tables → Line of Business
This table belongs to the CRM area and is critical for ensuring consistent categorization at both the client and order levels.
Benefit
Using the Line of Business table effectively provides significant organizational and reporting advantages:
Clear Segmentation: Allows the company to group jobs, clients, and revenue by meaningful business lines, making analysis more accurate and actionable.
Performance Tracking: Enables KPI reporting by business line to see which areas are thriving versus under-performing.
Improved Accountability: Responsibility can be assigned by line of business, helping managers focus on their respective areas.
Operational Consistency: Having defaults at the client level ensures consistency across orders and reduces manual setup errors.
Better Forecasting & Strategy: Identifying trends within specific business lines helps leadership allocate resources, budget, and talent effectively.
Compliance & Audit Value: Retains transparency in how each division contributes to the business, useful for audits and operational reviews.
Navigation
To set up or manage the table:
Go to Settings
Select Code Tables
Navigate to CRM
Choose Line of Business
Field Reference
| Field | Description |
|---|---|
| Order | Defines the display order in which the lines of business appear in dropdowns. |
| ID | Unique identifier for the line of business. |
| Name | The name of the line of business (e.g., Travel, Per Diem, Conference, Hotel). |
| Description | Additional details describing the business line. |
| Created On | Date the entry was created. |
| Created By | User who initially created the record. |
| Modified On | Date the entry was last updated. |
| Modified By | User who last updated the record. |
| Associated Records | Displays (in the flyout) all clients, orders, or records linked to this entry. |
⚠️ Important: You cannot delete a Line of Business if it is associated with existing records.
Screen References
Client Setup: Assign a default Line of Business when creating or editing a client.
Job Order Creation: Automatically populates with client’s default line of business (can be changed if necessary).
Reports & KPIs: Filter and analyze by line of business to track performance.
Pro Tip
Always assign a default Line of Business at the client level. This ensures every job order linked to that client inherits the correct categorization, reducing manual errors and improving reporting consistency. If necessary, you can override at the job order level.
FAQ
Q: Why is setting up Line of Business important?
A: It allows you to measure KPIs by division, allocate responsibility, and identify areas of success or improvement within your company.
Q: Can I change the Line of Business on an existing order?
A: Yes. While the client defaults the job order’s line of business, it can be changed at the order level.
Q: Can I delete a Line of Business?
A: Only if no clients, orders, or records are linked to it. Otherwise, deletion is restricted to maintain data integrity.
Q: How should I structure Lines of Business?
A: Align them with major operational areas of your organization (e.g., Healthcare: Locum, Travel, Per Diem; Hospitality: Conference, Events, Hotel).
Q: Does the order field impact functionality?
A: Yes—it determines the sequence in dropdown menus for ease of selection and consistency.
See Also
1. How to Create Client View for a Specific Line of Business
Learn how to filter and display clients associated with a specific Line of Business in CRM for targeted segmentation, reporting, and management. This helps teams focus on clients in specialized divisions and quickly review relevant client lists.
2. How to Create Order View by Line of Business
Explore steps to generate order views sorted or filtered by Line of Business—allowing analysis of activities, revenue, and KPIs for each distinct segment. This enhances visibility into operational performance and supports strategic decision-making.