Access segment customization from a saved record
On a saved transaction or other supported record, use More actions > Customize in view mode to create or edit segments. This action is not available while you are creating a new invoice or another record. If you need a segment before saving the record, open Menu > Administration > Customization > Segments and follow Create a segment.
Before you begin
You need an existing saved transaction or other record that supports segments, and the Administrator access profile or the Customization: create fields and segments permission set.
Access segment customization
- Open the saved transaction or record in view mode.
- Select More actions > Customize.
- Select Customize segments.
QuickStart opens segment customization for that record.