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Customer sources do not have any default values so that you can customize this for your business. Examples include "Referral" or "Advertisement" and can be used to group together customers for custom reporting. See Advanced Find Service for more information.

Customer sources are set up in Maintenance > Customer Sources.

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How to Add a Customer Source

1. Go to Maintenance > Customer Sources.
2. Enter a Customer Source ID.
3. Enter a Customer Source.
4. Click the save icon. 

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1. Click the Image Added button.

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Alternate Steps

1. Click the arrow next to the New button, or press Alt + N keys. 
2. Select Customer Source.

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How to Edit a Customer Source

1. Go to Maintenance > Customer Sources.

2. Click the Customer Source the customer source you would like to edit.

   Note
   This will also update any customer record that uses this customer source.

   Click the save icon after edit is completeedit or right-click the row and select Edit. 

   Info
   The right-click menu option Open in New Window will open the edit form in a window that can be moved around.

   
   

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How to Delete a Customer Source

1. Go to Maintenance > Customer Sources.
2. Click on the box to the left of the Customer Source ID the customer source you would like to delete. 
3. Click the delete icon.

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1. the Image Added button. 

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Section Functions

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Customer Sources in X Dispatch

There is a Customer Source field in the customer record General tab. Use the drop down to select from your customer sources. See Customers - New/Edit Customer.

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User Permissions for Customer Sources

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1. Go to Maintenance > Permissions. See Permissions.
2. Select a user by double clicking on the User ID. 
3. Click the + next to the checkbox for Maintenance Functions.
4. Click the + next to the checkbox for Customer Sources.
5. Check the box for Customer Sources and  and/or Edit Customer Sources. 

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Removing Customer Source Permissions

Follow the steps above to uncheck the boxes.

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