Assign Class Department Location fields to Customer and Other Entity Records

Currently there are no Class, Department, and Location to Entity Records. A possible alternate solution is to assign a Custom Segment to the Entity and source to new transactions.

Solution

1. Navigate to Lists Relationships Customers

2. Customer line: Click Edit

3. Hover over Customize

4. Click New Field

4. Label: Enter Label

5. Type: Select List/Record

6. List/Record: Select Department (or Class/Location)

7. Store Value:Enter Checkmark

8. Click Applies To

9. Enter Checkmark for Entity records where the classification needs to be set

10. Click Display

11. Subtab: Select Main

12. Click Save & Apply To Forms

13. Under the Show column, mark the checkbox for the forms where the custom field needs to be added

14. Click Save

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