Configuring Business Segments
Adding a Business Segment
-
From the Administration menu, select Client Relations, select Profile Management, and then select Business Segments.
-
Click New and complete the following fields:
-
Code: Enter a code for the business segment.
-
Description: Enter a description for the business segment.
-
Manage Translation: Click link to configure localized descriptions. For more information, see Configuring Localized Code Descriptions. (Available when the Multi-language OPERA Control is active.).
-
Sequence. Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned.
-
-
Click Save to save and exit or click Save and Continue to save this code and add another.
Editing a Business Segment
-
From the Administration menu, select Client Relations, select Profile Management, and then select Business Segments.
-
Enter search criteria and click Search.
-
Select the business segment in the search result, then click the vertical ellipsis Actions menu and select Edit.
-
Update the configuration.
-
Click Save.
Deleting a Business Segment
-
From the Administration menu, select Client Relations, select Profile Management, and then select Business Segments.
-
Enter search criteria and click Search.
-
Select the business segment in the search result, then click the vertical ellipsis Actions menu and select Delete.
-
Click Delete to confirm.
Parent topic: Profile Management