Usage: To specify even further, you may add specific Source Names that are linked to an existing Source.
Prerequisites:
Navigation: File > Global Settings > CRM Lists > Customers > Sources Names
Source Names Maintenance form
1.Click and the New Source Name form will open. 2.Enter the new Source Name. 3.Select a Source from Link to Source drop down list. 4.Click and the new record will be added. |
1.Select the Source Name record you wish to update by clicking on it. 2.Click and the Modify Source Name form will open. 3.Enter the new name in the Source Name field, or link the existing Source name to another Source. 4.Click and changes will be saved. |
1.Select the Source Name you wish to delete by clicking on it. 2.Click 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: