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Exact Synergy Enterprise   

Overview of sources

Menu path

Marketing ? Setup ? General ? Sources


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.


  • 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?

  1. On the page, click New.
  2. Under the Source section, type a code for the source at Code.
  3. Type a description for the source at Description.
  4. Click Save.

Keep in mind: All fields with the “!” icon is mandatory.

How do I modify sources?

  1. On the page, click the hyperlink of the corresponding source under the Code column to be modified.
  2. Make the necessary changes.
  3. Click Save.

How do I delete sources?

  1. On the page, select the check boxes of the corresponding sources to be deleted.
  2. Click Delete. A message "Confirm: Delete?" will be displayed.
  3. Click OK.



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:  Date: 15-08-2014
 Release:  Attachment:

ESE-OH240-Overviewofsources-final.docx 36.9 KB View Download