User Guide › Market
Overview
Use All in the Market area to review the available market records in one list. Sales representatives, sales managers, purchasing officers, and other operational users can use this view when they need to identify a record by its name, type, market segment, or active status.
The list presents each record with the columns Display name, Full name, Type, Market segment, and Active.
Steps
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In the Market area, select All.
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Review the records shown in the list. Use Display name to identify the record’s short name and Full name to review its complete name.
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Review Type and Market segment to distinguish the record’s classification and market area.
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Review Active when you need to identify the active status shown for a record.
Tips & cautions
Tip: Use Display name and Full name together when records have similar names.
Note: Review Type and Market segment before using a record in a sales, purchasing, or operational process.
Result
You have reviewed the available market records and their displayed names, types, market segments, and active status.
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