Customer Sources (X Dispatch 20.0 to 21.0)

Owned by Michelle Cabaya
May 13, 2022
2 min read

For X Dispatch 20.0 to 21.0. 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 NameDescription
SourceDescription of customer source.
IDUnique numerical ID for customer source.

How to Add a Customer Source

  1. Go to Maintenance > Customer Sources.
  2. Click the  button.

Alternate Steps

  1. Click the arrow next to the New button, or press Alt + N keys. 
  2. Select Customer Source.

How to Edit a Customer Source

This will also update any customer record that uses this customer source.

  1. Go to Maintenance > Customer Sources.

  2. 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.

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. 

Section Functions

Customize Grid Layout 

You can customize which columns you would like to view and arrange the order by clicking the Edit Grid Layout icon . 

Change View

Requires X Dispatch 19.1 or newer.

You can switch between a table view and a card view by clicking on the Card View icon  or Table View icon .

Zooming Settings

Requires X Dispatch 21.0 or newer.

You can zoom in or out of Next Dispatch pages in X Dispatch by right clicking on the page (other than on a card or table) and selecting Zoom In or Zoom Out, or use the Ctrl + or Ctrl - keys. 

Select

Use the checkbox at the beginning of each row, or at the top of each card, to select multiple records. 

Quick Tip

No more than 2 windows can be open or edited at a time. 

Right Click Menu

Right click on a row or card to view right click menu options.

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.

User Permissions for Customer Sources

Users need to have permission to be able to add or edit customer sources. 

Giving Customer Source Permissions

  1. Go to Maintenance > Permissions.
  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 Edit Customer Sources.

Removing Customer Source Permissions

Follow the steps above to uncheck the boxes.