Add New Client Segments

To use the Client segments submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To add a new client segment:

1. On the main toolbar, click Settings .
2. In the left pane of the Settings screen, click Dimensions > Client Segments.
3. On the grid toolbar, click Add New Row .
4. You can edit the Segment Name by double-clicking on the field.