Customer 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
Overview
This 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 this
Use this article when you need to find, review, search, filter, or open records before choosing a more focused action.
How it fits into the flow
Customer sources list sits within Settings / Customer Sources. It is designed to work alongside related articles such as Creating a customer source, Customer Source details, Editing a customer source, so users can move through the workflow without relying on one giant reference page.
Main actions
- Use the screen to review what is available in this area and move into the next focused step.
- Look for search, filter, or row actions that help you narrow down the records you need.
- Open the linked details, forms, or dialogs when you are ready to continue the workflow.
- Common on-screen actions include { void reload(); }, })" > New Customer Source.
Important fields
- This article is more about the workflow than a long form, so focus on the visible actions, status cues, and related follow-up steps on the parent screen.