Overview

Defining Customers

Defining Customers - Where do you assign a Source to a Customer?

'To assign a 'Source' to a customer go to the 'Sales' module, 'Customer Express List', and then double click on a customer to go to the customer card. Once in the customer card proceed to click on the 'General' tab and then select a 'Source' by clicking on the drop down allocated for the 'Source'.'.