Customer Sources
- Michelle Cabaya
This page is for the Operations App. For the Classic Operations App please see Customer Sources (Classic Operations App).
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.
To get to the Customer Sources section, go to Maintenance > Customer Sources.
Field Name | Description |
|---|---|
Source | Description of customer source. |
ID | Read only. Unique numerical ID for customer source. |
How to Create a New Customer Source
Go to Maintenance > Customer Sources.
Click the + button in the top right.
How to Edit a Customer Source
This will also update any customer record that uses this customer source.
Go to Maintenance > Customer Sources.
Click the customer source you would like to edit or click the action menu at the end of the row and select Edit.
Quick Tip: You can open 2 edit forms by selecting the checkboxes of the customer sources and clicking the edit pencil icon in the top right.
How to Delete a Customer Source
Go to Maintenance > Customer Sources.
Check the checkbox of the customer source(s) you would like to delete.
Click the delete button in the top right.
Customer Sources in the 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.
User Permissions for Customer Sources
Users need to have permission to be able to add or edit customer sources.
Giving Customer Source User Permissions
Go to Maintenance > Users.
Click the user you would like to give permissions to or click the action menu at the end of the row and select Edit.
Search for “customer sources” and check the box for Customer Sources and/or Edit Customer Sources.
Removing Customer Source Permissions
Follow the steps above to uncheck the boxes.