Tuesday, June 22, 2010

Change your Account Segment Names

Account segments should have meaningful names. They should not be named ‘Segment1’, ‘Segment2’, etc. Turn them into relevant names using the Account Format Setup Window.

How it is now

So many look similar to this:

image 

The ‘Name’ field is an editable field. Type the proper name of the segment and many of the reports and views will have meaningful names.

How it can look

image

This change will cascade down to all of your range descriptions and inquiry screens throughout the system!

Until next post!

Leslie

2 comments:

Theresa Rago said...

Will changing a segment name after you have been on the system for a few years impact Management Reporter or anything else?

Dynamics Confessor said...

Theresa,

Yes it will. Any report or window display using the segment name will change to the new segment name.

The system does not keep track of the old segment names.

Leslie