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:

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