SettingsCustomer Sources
Editing a Customer Source
How to edit an existing customer source and what happens when you rename a source already attached to records.
Open a source from Settings > Customer Sources, then click Edit customer source down the side of the details popup when the source already exists but its wording or colour needs tidying up. The edit popup returns to Customer Source Information because the business is already chosen.
Fields You Can Change
- Name: Rename the source when the label needs to be clearer or you want to standardise duplicate wording such as Web and Website.
- Color: Recolour the source if a different visual label would make the list easier to scan.
What an Edit Changes
- Future use: New customers and quotes will show the updated source name and colour.
- Existing linked records: Customers and quotes that already point at this source still use the same source record, so renaming it changes how that source is shown when those records are viewed later.
- Filters and reporting: Anywhere Work Planner pulls the source name from the source record will reflect the updated wording after save.
When to Be Careful
- Name clean-up: It is often better to tidy sources early, before a long history builds up around inconsistent labels.
- Merging by renaming: Renaming one source to match another does not merge records automatically. It only changes the label on the source you edited.
Related articles
- Creating a Customer Source: Useful when it makes more sense to add a separate source instead of changing the existing one.
- Customer Source Details: Covers the read-only view you open before editing.
- Customer Detail View: Helpful if you want to see how linked customers surface the source later.