The Customer Source Maintenance Window functions to maintain a list of potential referral sources for new business.
➢When entering a new deal, the 'Customer Source' must be selected from a drop down list. That list is populated in this window.
➢Clicking the 'Add Source' button will add an empty field to the bottom of the list where you can type an entry.
➢Sources can be deleted by selecting with a mouse click, then clicking on the 'Delete Source' button.
Always save changes by clicking the 'Save/Exit' button.
