Page 5091 "Segment"
Base Application · Microsoft.CRM.Segment
Across versions
- BC23present
- BC241 events changed
- BC25-30unchanged
Neighbourhood 4 connected objects and pages
Base Application · Microsoft.CRM.Segment · BC23-30 · source at ea08af5e · facts from BC29
Properties
| Property | Value |
|---|---|
| Caption | Segment |
| SourceTable | Segment Header |
| PageType | ListPlus |
Fields on this page
Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control’s own, else the bound field’s (marked).
| Group | Control | Shows | ToolTip |
|---|---|---|---|
| General | No. | No. | Specifies the number of the involved entry or record, according to the specified number series. from the table field |
| Description | Description | Specifies the description of the segment. from the table field | |
| Salesperson Code | Salesperson Code | Specifies the code of the salesperson responsible for this segment and/or interaction. from the table field | |
| Date | Date | Specifies the date that the segment was created. from the table field | |
| No. of Lines | No. of Lines | Specifies the number of lines within the segment. from the table field | |
| No. of Criteria Actions | No. of Criteria Actions | Specifies the number of actions you have taken when modifying the segmentation criteria, that is, when adding contacts to the segment, refining, or reducing it. from the table field | |
| Interaction | Interaction Template Code | Interaction Template Code | Specifies the interaction template code of the interaction involving the segment. from the table field |
| Language Code (Default) | Language Code (Default) | Specifies the language code for the segment. | |
| Subject (Default) | Subject (Default) | Specifies the subject of the segment. The text in the field is used as the subject in e-mails and in Word documents. | |
| Attachment | Rec."Attachment No." > 0 |
Specifies if the linked attachment is inherited or unique. | |
| Word Template Code | Word Template Code | Specifies the Word Template code to use for merging. from the table field | |
| Modified Word Template | Rec."Modified Word Template" > 0 |
Specifies if the Word Template is modified. Use the “Modify Word Template” action to modify the Word Template. | |
| Ignore Contact Corres. Type | Ignore Contact Corres. Type | Specifies that the correspondence type that you select in the Correspondence Type (Default) field should be used. If there is no check mark, the program uses the correspondence type selected on the Contact Card. from the table field | |
| Correspondence Type (Default) | Correspondence Type (Default) | Specifies the preferred type of correspondence for the interaction. NOTE: If you use the Web client, you must not select the Hard Copy option because printing is not possible from the web client. | |
| Information Flow | Information Flow | Specifies the direction of the information that is part of the interaction created for the segment. There are two options: Inbound and Outbound. from the table field | |
| Initiated By | Initiated By | Specifies whether the interaction recorded for this segment was initiated by your company or by one of your contacts. The Us option indicates that your company was the initiator; the Them option indicates that a contact was the initiator. from the table field | |
| Unit Cost (LCY) | Unit Cost (LCY) | Specifies the cost, in LCY, of one unit of the item or resource on the line. | |
| Unit Duration (Min.) | Unit Duration (Min.) | Specifies the duration of a single interaction created for this segment. | |
| Send Word Docs. as Attmt. | Send Word Docs. as Attmt. | Specifies that the Microsoft Word document should be sent as an attachment in the e-mail message. from the table field | |
| Content | SegLines | part Page 5092 “Segment Subform” | — |
| Campaign | Campaign No. | Campaign No. | Specifies the number of the campaign for which the segment has been created. from the table field |
| Campaign Description | Campaign Description | Specifies a description of the campaign to which the segment is related. The description is copied from the campaign card. from the table field | |
| Campaign Target | Campaign Target | Specifies that the segment is part of the target of the campaign to which it is linked. from the table field | |
| Campaign Response | Campaign Response | Specifies that the interaction created for the segment is the response to a campaign. from the table field |
Actions
| Group | Action | ToolTip | Runs |
|---|---|---|---|
| Segment | Criteria | View a list of the actions that you have performed (adding or removing contacts) in order to define the segment criteria. | Page 5143 “Segment Criteria” |
| Opportunities | View the sales opportunities that are handled by salespeople for the segment. Opportunities must involve a contact and can be linked to campaigns. | Page 5123 “Opportunity List” | |
| Create Opportunity | Create a new opportunity card. | Page 5124 “Opportunity Card” | |
| Create opportunities | Create a new opportunity card related to the segment. | ||
| Tasks | View all marketing tasks that involve the segment. | Page 5096 “Task List” | |
| Modify Word Template | Modify the currently selected Word Template to be used for this segment. | ||
| Processing | Log | Log segments and interactions that are assigned to your segments and delivery attachments that you have sent. | |
| Contacts | Add Contacts | Select which contacts to add to the segment. | |
| Reduce Contacts | Select which contacts to remove from your segment. | ||
| Refine Contacts | Select which contacts to keep in your segment. | ||
| Segment | Go Back | Go one step back, for example if you have added contacts to a segment by mistake. | |
| Reuse Criteria | Reuse a saved segment criteria. | ||
| Reuse Segment | Reuse a logged segment. | ||
| Save Criteria | Save a segment criteria. | ||
| Attachment | Open | Open the card for the selected record. | |
| Create | Create an attachment. | ||
| Import | Import an attachment. | ||
| Export | Export an attachment. | ||
| Remove | Remove an attachment. | ||
| Functions | Export Contacts | Export the list of contacts to a file on your device. For Business Central online, the file is an Excel workbook. For Business Central on-premises, it’s a text file that you can then open in Excel. | |
| Apply Mailing Group | Assign a mailing group to a segment. | ||
| Print Cover Sheets | View cover sheets to send to your contact. | ||
| Print Labels | View mailing labels with names and addresses. |
Events published
OnAfterUpdateEditable()Δ BC24 (integration)
Procedures
18 local procedures, no public ones.
Triggers
OnAfterGetCurrRecord, OnAfterGetRecord, OnInit
Relations
- source table Table 5076 “Segment Header”
Pages and codeunits on this table
- Page 5093 “Segment List” (card page)
Documented on Microsoft Learn
Source: AL metadata extracted from the code (names, ids, signatures, properties); no code bodies (D10).
Ask your agent
Procedure bodies are not stored here (D10). For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "page", object_name: "Segment"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.