Customer Source Details
What appears in the Customer Source details popup and what each section is telling you.
Read articleCustomer 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 articleCreating a Customer Source
How to create a new customer source, what the fields do, and why a tidy source list matters later.
Read articleCustomer Source details
OverviewThis article explains what users can review and do from customer source details, including the follow-up actions that branch from the main detail view.When to use thisUse this article when you need a read-first v
Read articleEditing a customer source
OverviewThis article explains how to use editing a customer source in Work Planner, including the main fields that shape how the customer sources record behaves once it is saved.When to use thisUse this article when an e
Read articleCreating a customer source
OverviewThis article explains how to use creating a customer source in Work Planner, including the main fields that shape how the customer sources record behaves once it is saved.When to use thisUse this article when you
Read articleCustomer sources list
OverviewThis article explains how to use customer sources list in the customer sources area of Work Planner and what users should look for when moving into the next step of the workflow.When to use thisUse this article w
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