Customer Source Details
What appears in the Customer Source details popup and what each section is telling you.
Open a row from Settings > Customer Sources to view its details popup. This is the quickest way to check exactly which source record you are about to edit or delete.
What the Popup Shows
- Name: The live label used for that source.
- Business: Appears in multi-business setups so you can confirm which business owns the source.
- Color: Shows both a swatch and the saved hex colour value.
- Dates: Shows the created date and the most recent updated date.
Across the top of the popup is the source's name, with Customer source underneath, and the business when you work in more than one. At the right of that bar are the help (?) button, and the buttons to expand the popup and close it.
Edit and Delete
Down the right of the details popup, Edit customer source jumps straight into the edit popup without going back to the list first. On a phone, it's Edit, at the top right.
Delete customer source, in red at the foot, asks first, as the bin on the list does, Are you sure you want to delete this customer source?, and Delete deletes it and closes the popup.
Why the Popup Is Useful
The details popup is a handy checkpoint when you need to confirm you are changing the right source, especially in businesses that use a lot of similar source names. It is also the easiest place to confirm which business owns the source before you edit or delete it.
Related articles
- Customer Sources List: Useful if you want to go back to the wider list behaviour.
- Editing a Customer Source: The next step when the popup confirms the source needs changing.
- Creating a Quote: Helpful if you want to see one of the places where source labels can matter later.