Module 1 · Lesson 3
Segment labels and options
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Home
Clients
Transactions
Assets
Reports ⌄
Cedar Ridge Properties
⚙
Home
\
Client Admin
Cedar Ridge Properties
Accounting Firm
Your Firm
Client Actions
Edit
New Client
New Client User
Import Data via CSV
Custom Calendar
Cancel
Save
Primary Information
Edit mode
Company Name
*
Cedar Ridge Properties
Billing City
Boulder
Client ID
Z000000000000DEMO1
Primary Setup
🔍⌄
Go
Actions ⌄
+ Add A New Department
Link
Options
Is Active?
© 2026 Netgain Solutions
07.30.2026
Client Segment Form
✕
Option Name
*
Option Name must have some value.
Is Active?
*
Yes
No
Cancel
Create