The ‘edit segments’ button on Companies opens the editor where new Market Segments can be defined or existing Segments can be modified.
After opening the editor, the existing Market Segments displayed. For each Segment the Code, Name and Description is displayed.
To edit the values, click the ‘pencil’ icon to open the details. To delete the Segment, click the trashcan (after saving the Segment is deleted and cannot be retrieved).
To Add a Market Segment, click on the bottom the ‘Add Market Segment’ button. The detail page will open (the same applies for changing existing Segments). Set the Code and Description for the new Type (the red ‘required’ indicator is removed).
Note that the Code cannot be changed for existing Market Segments.
Click Save to return to the Market Segments editor and repeat or click save to return to the Company page.