Marketing ? Setup ? General ? Sources
On this page, you can create sources, or modify or delete existing ones. Sources are used to specify the method of procuring an external party (for example customers, suppliers, and associates).
To create, modify, or delete sources, function right 497 – Maintain CRM sources is required. By default, users with the Customer manager role have this function right.
Note:
The information in this document is applicable to product update 240 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Keep in mind: All fields with the “!” icon is mandatory.
Click this to save the entry.
Click this to save the entry and create another entry.
Note: This available only when you are creating source.
Click this to delete the source from the system.
Note: This available only when you are modifying an existing entry.
Click this to exit.
Type a unique alphanumeric code for the source. You can type up to three characters. This is mandatory.
Note: If you are modifying an existing entry, this information cannot be edited.
Type a description for the source. This is mandatory.