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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

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1. Go to Maintenance > Customer Sources.

2. Click the customer source you would like to edit 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 the customer source you would like to delete. 
3. Click the  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 PermissionsUsers (Desktop Operations App).
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/or Edit Customer Sources. 

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Removing Customer Source Permissions

Follow the steps above to uncheck the boxes.

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