For X Dispatch 20.0 or newer. See here for older versions. |
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.
Field Name | Description |
---|---|
Source | Description of customer source. |
ID | Unique numerical ID for customer source. |
This will also update any customer record that uses this customer source. |
Click the customer source you would like to edit or right-click the row and select Edit.
The right-click menu option Open in New Window will open the edit form in a window that can be moved around. |
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.
Users need to have permission to be able to add or edit customer sources.
Follow the steps above to uncheck the boxes.