5 Source Type
From TrueERP wiki
Source Type
Do you know the different ways to create a source type and how to allocate to a customer? Then can you view the source type from the Source List?
- From the CRM module select the Source button
- Enter a Source Description and Expense Account if there is a cost associated with the source
- Estimated Cost (Ex) of the source
- Select the Created Date from drop down calendar
- Select the Inactive Date if required
- The Active button automatically defaults to Active
- Click on the New button to creat a new source or Cancel to escape and not save
- To allocate a Source to a customer first ensure the Preference enforcing that the source is entered has been selected
- You will find this under Utilities - Preferences - Sales make sure Disable Customer Source Tracking is Not ticked
- Under the General Tab of the Customer card select a Source from the drop down menu.
- Now in the Source List you will be able to see the numbers of clients from different sources
