Operations App is continuously updating and page layouts may differ. See here for other 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 |
---|---|
Customer Source ID | Unique numerical ID for customer source. |
Customer Source | Description of customer source. |
This will also update any customer record that uses this customer source. |
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.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.
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