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This page is for the Operations App. For the Desktop Classic Operations App please see Customer Sources (Desktop Classic Operations App).

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  1. Go to Maintenance > Customer Sources

  2. Check the checkbox of the customer source(s) you would like to delete. 

  3. Click the delete button in the top right.

Customer Sources in the

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Classic Operations App

There is a Customer Source field in the customer record General tab. Use the drop down to select from your customer sources.

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Related pages

CXTU Courses/Lessons

  • CSR Role Training: Customer Record

  • Accounting Role Training - Customer Record

  • Administrator Role Training - Customer Record

  • On-Boarding Training: Customers