Creating 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
Overview
This 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 this
Use this article when you are adding something new and want a clearer explanation of the fields and decisions on the create flow.
How it fits into the flow
Creating a customer source sits within Settings / Customer Sources. It is designed to work alongside related articles such as Customer Source details, Customer sources list, Editing a customer source, so users can move through the workflow without relying on one giant reference page.
Main actions
- Work through the form from top to bottom and check the values that affect downstream scheduling, pricing, or communication.
- Review any required fields before saving so the record is created or updated cleanly.
- Use the surrounding actions to return to the list or continue the workflow once the form is saved.
Important fields
- Name: Look for input such as “Customer source name”.
- Color: Complete this value carefully before you save.
- Validation: Name: Required. Text value. Maximum 255 characters.
- Validation: Color: Required. Text value. Follow the required format.