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How to Auto-Populate the Custom Segment Field at Transaction Level

in Ask A Guru 7 comments

I would like to know how to auto-populate a Custom Segment field on transactions.

As shown in the image below, we have a field called 'Product' which is a Custom Segment field. Once this field is populated on a Client or Vendor record, I would like to have transactions then auto-populate the same field- does anyone know how I can set that up?

As also shown, we have an existing product field called 'PS Product', we are moving away from this field over to the new custom segment version- this field does currently auto-populate on transactions, which is what I want the new custom segment version to do.

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