SettingsCustomer Sources
Customer Sources List
How the Customer Sources list works and where those source labels are used in customers and quotes later.
Open Settings > Customer Sources when you want a clean, reusable list for where customers and enquiries come from. This is the master list used by customer and quote flows when you want to tag a lead as something like Website, Referral, or Leaflet.
What You See First
- Search customer sources: Searches by source name.
- Filters: Only there when you have more than one business selected. The funnel button beside the search slides the Filters panel out from the right, where Business narrows the list to one or more of them. The ones you choose show as a chip beside the search, with an × to take it off.
- New Customer Source: Opens the create popup from the list header.
- List summary: The header shows how many customer sources are currently in view.
Columns in the List
- Name: The source label used elsewhere in the app.
- Color: The saved hex colour for quick recognition.
- Created: The date the source record was added.
- Actions: Each row has a delete action.
Working From a Row
- Click the row: Opens the source details popup in read-only mode.
- Delete: Opens a confirmation popup before removing that source. Delete customer source in its details popup does the same.
- Clear all: At the foot of the Filters panel when a business filter is active. It resets the list back to all available businesses.
What Changes Elsewhere
Sources created here appear later on customer create and edit flows, quote flows that capture the source of work, customer filtering, and import matching. Keeping this list tidy makes lead-source reporting and staff notes much easier to trust later.
Related articles
- Creating a Customer Source: The next step when the source you need does not exist yet.
- Customer Source Details: Shows what you can review after opening one row.
- Creating a Customer: Useful when you want to see where customer sources are selected in the live customer flow.