SettingsCustomer Sources
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.
Edit Button
The details popup includes an Edit button so you can jump straight into the edit popup without going back to the list first.
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.