Usage: To specify even further, you may add specific Source Names that are linked to an existing Source.

 

Prerequisites:

•Source - > Administrator > Settings  or   V11 - Settingson Home Page > CRM Lists > Customers > Sources

Navigation: Administrator > Settings  or   V11 - Settingson Home Page > CRM Lists > Customers > Sources Names

V11 - CRM- Customers - Source Names

Source Names Maintenance form

hmtoggle_arrow1How to add a new Source Name:

1.Click V11 - new and the New Value(s) form will open.                    

2.Enter the new Source Name.

3.Select a Source from Link to Source drop down list.

4.Click V11 - Save and the new record will be added.
hmtoggle_arrow1How to update a Source Name:

1.Select the Source Name record you wish to update by clicking on it.

2.Click V11 - modify long and the Edit Value(s) form will open.                          

3.Enter the new name in the Source Name field, or link the existing Source name to another Source. 

4.Click V11 - Save and changes will be saved.
hmtoggle_arrow1How to delete a Source Name record:

1.Select the Source Name you wish to delete by clicking on it.

2.Click V11 - delete long

3.Select YES when prompted for confirmation. 

Please Note: The record will be deleted from the database, but you may add it back at any time.

 

See also:

Sources

Settings for more options.