To create a new custom segment: Navigate to Customization > Lists, Records & Fields > Custom Segment. Enter the required details such as the segment Name, ID, and other configuration settings. Note: When attempting to save the segment, you may encounter the following message “The custom record type name or custom field name entered already… Continue reading Warning Message during the creation of custom segment: “The custom record type name or custom field name entered already exists. Enter a different name”
Tag: custom_segment
Custom Segment (connected to Customers and Vendors) Auto Numbering
Here the custom segment is Fund numberCurrently fund numbers are generated manually and a master Excel spreadsheet is kept determining what fund numbers have been used and what number is next. Currently the fund numbers are smart numbers and have 3 two-digit sections and we want to keep this numbering system. 213001 = 21 |… Continue reading Custom Segment (connected to Customers and Vendors) Auto Numbering
Custom segment applied to Entity and Transaction records, not fetched on Restlet
When the Restlet script tries to fetch a Custom segment from an Entity record or transaction record, an error is thrown showing that it is an invalid field. If the Restlet is set up on a custom role, and you have added all the permissions for this role, then the next place that you have… Continue reading Custom segment applied to Entity and Transaction records, not fetched on Restlet
OneWorld Subsidiaries in Mid-market account
In the OneWorld account, there is a provision for using multiple subsidiaries for managing data and taking reports for all the subsidiaries of the respective company. In the case of a Mid-market account, the multi-subsidiary feature is disabled. So in order to use the multi-subsidiary features in a Mid-market account, we can use a custom… Continue reading OneWorld Subsidiaries in Mid-market account