Adding a Business Segment

1. From the Administration menu, select Client Relations, select Profile Management, and then select Business Segments.

2. Click New and complete the following fields:

   1. Code. Enter a code for the business segment (for example, AC for Air Crew or DOD for Department of Defense, and so on.).

   2. Description. Enter a description for the business segment code.

   3. Manage Translations. (Available when the Multi Language function under the General group is active.) Select to open the multi-language descriptions screen and configure a language translation for the description.

   4. Sequence. Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned. 

3. Click Save to save and exit or click Save and Continue to save this code and add another.

Editing a Business Segment

1. From the Administration menu, select Client Relations, select Profile Management, and then select Business Segments.

2. Enter search criteria and click Search.

3. In the search results, select the code and click the vertical ellipsis.

4. Click Edit.

5. Update the configuration.

6. Click Save.

Deleting a Business Segment

1. From the Administration menu, select Client Relations, select Profile Management, and then select Business Segments.

2. Enter search criteria and click Search.

3. In the search results, select the code and click the vertical ellipsis and click Delete.

4. Click Delete to confirm.