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11 Tracking CRM

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Tracking CRM

Where do you find the option to collect Postcode or Source from customers?

From the Main Menu select Utilities then Preferences then POS then scroll down to the Miscellaneous box and you will see boxs headed with "Must Provide Postcode","Must Provide Source", etc.

When these boxes are checked a pop up will open at the POS asking you for postcodes or where you found out about us. These options are catalogued for further examination.