Due to the nature of custom segments, there are more required steps to let Confido access and populate the field on credit memos.
To enable populating of custom segments, please complete the following steps.
Add the Custom Segment to the Confido Integration Role
Setup —> Users/Roles —> Confido Integration —> Custom Record
Then, add the relevant custom segment (example Brand)
Add the Confido Integration Role to the Custom Segment Permissions
Customization —> List, Records & Fields —> Custom Segments —> Permissions
Under Permissions, add the Confido Integration Role with the following permissions:
Value Management Access Level - View
Record Access Level - Edit
Search/Reporting Access Level - View
Send a Screenshot of the Custom Segment to the Confido Team
Once the permissions are set, please send this screenshot to confirm the custom segment with the Confido team.