Segments

Segments (geographical segments) group entities by territory. Unlike Saved Regions, a segment stores both boundary shapes and a membership list of customers, leads, or other entities you associate with that territory.

Segments are commonly available on Premium plans and appear in the Segments sidebar panel when your license includes them.

Segments vs saved regions

You can use both together: draw or load region shapes to focus the map, then create or update a segment from the entities you see.

Browse the Segments panel

1. Open Segments in the sidebar.
2. Switch between Public and Mine.
3. Optionally filter by name (and description).
4. Click a segment to load it on the map and open details.
5. Use the detail / delete actions on each row as needed.

Use Refresh in the panel when the list may be stale after changes elsewhere.

Create a segment from the map

1. Run a search (or otherwise place entities on the map).
2. Optionally draw or show region shapes so only the entities inside those shapes are included — QSmap saves what you see, clipped by region shapes when present.
3. In Segments, create a new segment and enter a segment name.
4. Confirm. The current map entities (after clipping) are saved as membership. If the map is empty, the segment is created with no entities.

Open and edit segment details

Opening a segment shows the Geographical Segment detail panel. There you can:

• Edit Segment name, Public, Description, and Sales Rep
• Expand Advanced settings (auto refresh, interval/timespan, linked search id) when your workflow needs them
• See a summary of attached shapes (rectangles, circles, polygons)

Click Save segment to persist name, visibility, description, sales rep, and advanced fields. Auto-refresh settings only take effect after save; see Automatic refresh.

Segment name vs shape label

Changing the shape label alone does not rename the segment — use Save segment for the list name. Use Save shape settings for map-only label, include/exclude, color, and shape-level sales rep.

Edit boundaries

1. Open a segment that already has shapes.
2. Click Edit boundaries — existing shapes load for editing.
3. Drag handles on the map to reshape.
4. Save boundaries, or Cancel edit to discard map changes.

Region and segment boundary edit modes are mutually exclusive for a session — starting one clears the other.

Update entity membership from the map

When you are not in boundary-edit mode:

1. Place the entities you want on the map (search, layers, filters, region clip, and so on).
2. Open the segment detail panel.
3. Click Update entities from map.
4. Confirm. Membership is replaced with the entities currently visible on the map (again clipped by region shapes when present). An empty map clears membership.

This does not change the segment name or other metadata by itself — it only refreshes who belongs to the segment.

Automatic refresh (scheduled)

Segments can refresh membership in the background without opening the map. This is separate from Update entities from map.

Turn it on

In the segment detail panel, open Advanced settings:

1. Enable Auto refresh.
2. Set Interval (a number) and Timespan (Hours, Days, Weeks, or Months).
3. Save segment.

Example: Interval 1 and Timespan Days means the segment is eligible for refresh once at least one day has passed since its last successful auto-refresh.

Only segments with Auto refresh enabled are considered by the scheduled job. Inactive segments are skipped.

What a refresh does

When the interval has elapsed (or an administrator force-runs the job), QSmap:

1. Re-runs the search criteria stored with the segment (entity types and filters from when the segment was created or last configured).
2. Keeps only entities that fall inside the segment’s geography (circles, rectangles, polygons), respecting each shape’s Include / Exclude setting.
3. If the segment has no shapes, search matches are kept without a geography clip.
4. Writes the new membership list and updates the segment’s last-refresh time.

After membership is updated, related default segment stamping can run so NetSuite fields that depend on segment assignment stay in sync (your administrator schedules these jobs).

New entities

Automatic refresh is how new customers, leads, prospects, and other matching entities enter a segment over time:

• A new entity is added when it matches the segment’s saved search criteria and (if shapes exist) lies inside an Include shape and is not removed by an Exclude shape.
• Entities that no longer match the search or geography drop out of the refreshed list.
• Entities that were manually assigned or protected by a segment override for this segment are pulled back in so those assignments are not wiped by the geography-based pass.

Until the next successful refresh, newly created records that would qualify do not appear in the segment. Use a shorter interval when membership must stay current, or use Update entities from map for an immediate, map-driven replacement.

Auto refresh vs update from map

Tips

• Prefer clear segment names that match how your team talks about territories.
• Use Public only when others in your account should see and use the segment.
• Large membership lists are supported in modern builds; still keep map results focused before create/update when you can.
• For auto refresh, make sure the segment was created from a real search (so search options and entity flags are stored); otherwise the scheduled job cannot rebuild membership.
• Failed saves should show an error rather than a false success toast.

Related

• Saved Regions
• Saved Search
• AI Insights
• Using the Interface