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This page is for the Classic Operations App. For the Operations App please see Customer Sources. |
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Customer sources do not have any default values so 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.
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How to Add a Customer Source
Go to Maintenance > Customer Sources.
Scroll to the bottom of the list of customer sources and add the new customer source in the empty row.
Click the save icon
in the toolbar.
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How to Edit a Customer Source
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This will also update any customer record that uses this customer source. |
Go to Maintenance > Customer Sources.
Edit the field(s) you would like to edit. Changing the Customer Source ID will break the link in any customer record using that source, and the customer source will no longer show up on the customer record.
Click the save icon
in the toolbar.
How to Delete a Customer Source
Go to Maintenance > Customer Sources.
Click on the box to the left of the Customer Source ID you would like to delete, the row will be highlighted blue.
Click the delete icon
in the toolbar or press the delete button.Click the save icon
in the toolbar.
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Customer Sources in the Operations App
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Giving Customer Source User Permissions
Go to Maintenance > Users. See Users (Classic Operations App).
Select a user by double clicking on the User ID.
Click the + next to the checkbox for Maintenance Functions.
Click the + next to the checkbox for Customer Sources.
Check the box for Customer Sources and/or Edit Customer Sources.
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Removing Customer Source Permissions
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