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:
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
This change will cascade down to all of your range descriptions and inquiry screens throughout the system!
Until next post!
Leslie
2 comments:
Will changing a segment name after you have been on the system for a few years impact Management Reporter or anything else?
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
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