Accessing the Branch Segment Section #

  • Click the SETUP menu item.
  • Click the Segment tab.

Adding a Branch Segment #

NOTES:

All fields marked with an asterisk * are mandatory to fill.

  • Click the + button.
  • Fill in the required info.
  • Click Save to confirm.

Editing a Branch Segment #

  1. Click the Edit icon to be taken to the Branch Segment details page.
  2. Complete the required edits.
  3. Click Save to confirm.

Deactivating/Activating a Branch Segment #

To deactivate a Branch Segment:

  • Click the Check icon and you will be prompted with a confirmation box.
  • Click the Deactivate button to confirm.
 

To activate a Branch Segment:

  • Click the Show All checkbox to see all Branch Segments.
  • Click the X icon and you will be prompted with a confirmation box.
  • Click the Activate button to confirm.

Deleting a Branch Segment #

WARNING:

You cannot restore a Branch Segment once deleted. Use with caution.

  • Click the Delete icon.
  • Confirm the popup.