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?
Select CRM Source Button
Enter in Source Description eg Newspaper Expense Account if there is a cost associated with the source Estimated Cost (Ex) of the source Created Date from drop down calendar Inactive Date if required Active button automatically defaults to Active Click on 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 Disable Customer Source Tracking make sure this is not ticked
Now in the Customer Card
Under General Tab
Source - Select from the drop down menu where the customer came from
Now in the Source list you will be able to see the numbers of clients from different sources
