Access a Customization section page
Use Menu > Administration > Customization to open the Fields or Segments page and manage customizations across supported records and transactions in one place. Each page provides search criteria, creation and export actions, and row actions whose availability depends on the customization type, state, and your permissions.
Before you begin
You need the administrator access profile or permission to create fields and segments.
Access a Customization section page
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Open Menu > Administration > Customization.
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Select Fields to manage custom fields, or select Segments to manage custom segments.
The selected page shows its search criteria, available actions, and matching customizations.