Overview of sources
Menu path
Marketing ? Setup ? General ? Sources
Introduction
Sources are used to specify the method of procuring an external party (for example customers, suppliers, and associates). For example, you can source for customers through cold calls, direct mailing, trade fairs, web advertisements, and others. The statistics compiled on sources are used to gauge the effectiveness of marketing methods.
On this page, you can view a list of existing sources. You can also create sources, or modify or delete existing ones on this page.
Roles and rights
All users are able to access this page to view the sources. However, 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:
- For more details on function rights, go to System ? Setup ? Security ? Function rights.
- For more details on roles, go to System ? Setup ? Security ? Roles.
What version are you using?
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.
How do I create sources?
- On the page, click New.
- Under the Source section, type a code for the source at Code.
- Type a description for the source at Description.
- Click Save.
Keep in mind: All fields with the “!” icon is mandatory.
How do I modify sources?
- On the page, click the hyperlink of the corresponding source under the Code column to be modified.
- Make the necessary changes.
- Click Save.
How do I delete sources?
- On the page, select the check boxes of the corresponding sources to be deleted.
- Click Delete. A message "Confirm: Delete?" will be displayed.
- Click OK.
Buttons
Refresh
Click this to update the results.
New
Click this to create a source. For more information, see Creating and modifying sources.
Note: This is available only if you have function right 497 – Maintain CRM sources.
Delete
Click this to delete the selected sources.
Note: This is available only if you have function right 497 – Maintain CRM sources.
Close
Click this to exit.
Columns
You can delete a source by selecting the corresponding check box, and then click Delete. To select all the listed sources at once, select the check box at the header of the list. Clear the check box at the header of the list to clear the selection of sources at once.
Code
This column displays the codes of the sources. You can click the hyperlink to view or modify the corresponding source. For more information, see Creating and modifying sources.
Description
This column displays the descriptions of the sources.
Related documents
| Main Category: |
Support Product Know How |
Document Type: |
Online help main |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
15.428.782 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
15-08-2014 |
| Release: |
|
Attachment: |
|
| Disclaimer |