Customer Source Details
What appears in the Customer Source details popup and what each section is telling you.
Read article: Customer Source DetailsCustomer Sources help
Help for Customer Sources in Work Planner.
Articles
Editing a Customer Source
How to edit an existing customer source and what happens when you rename a source already attached to records.
Read article: Editing a Customer SourceCreating a Customer Source
How to create a new customer source, what the fields do, and why a tidy source list matters later.
Read article: Creating a Customer SourceCustomer Sources List
How the Customer Sources list works and where those source labels are used in customers and quotes later.
Read article: Customer Sources List