Usage:

This list is used to define and track the source of each one of your customers.

 

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

V11 - CRM- Customers - Sources

Source List Maintenance form

hmtoggle_arrow1How to add a new Source:

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

2.Enter the new Source name.

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

1.Select the Source 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 field. 

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

1.Select the Source 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:

Settings for more options.