VisionCore
Home Search Support Forum Knowledge Base Print

Customer Contact Source

The Customer Contact Source form is used to store all the contact sources you can select from in the Source combo box field on the Customer Contact form.  This form can be used however you choose.  An example of sources you could use would be "referral", "assigned" and so on.

 

Click the New button to move your cursor to a new line where you can enter an additional source.  To edit an existing sources click in the Source field for the record you wish to change and make the necessary changes.

 

Toolbar Buttons

Toolbar Buttons perform an action on the current record like adding, deleting or saving.

Bullet PointThe New button will move the cursor to a new line where you can add a new source.

Bullet PointThe Delete button will delete the selected source.

Bullet PointThe Close button will close the Customer Contact Source  form.

Bullet PointPress F1 or click F1-Help button in the Status bar for help on how to use the Customer Contact Source form.