Account Source Configuration

Account Sources allow you to track and analyze where your organization’s new business is coming from, helping you focus your marketing efforts where they are most effective. The Account Sources you set up in this area will be available for selection on the Add Client screen, and you can report on Account Sources on any report that uses the Client field set.

1. From the Home screen, do one of the following:

• Click Configure on the navigation panel.

• Click Areas > Configure on the menubar.

• Click the down arrow next to Home on the options bar and select Configure.

From any other area of the program, do one of the following:

• Click the down arrow to the right of the Home options bar button and select Configure.

• Click Home > Configure on the menubar. The Configure screen displays.

2. Click Account on the navigation panel or Areas > Account on the menubar.
3. Click Account Sources on the navigation panel.
   
   You can do the following from here:
• Add an Account Source
  1. Do one of the following:

  • Click the Add button to the left of the list.
  • Click New > Account Source on the options bar.
  • Click File > New > Account Source on the menubar.
  • Press [Insert] on your keyboard.

  2. Enter the name of the new Source in the Description field on the right.
     
     Note: By default, the Description applies to all languages. Once you have finished adding the account source, you may edit it to update the Description for another language if necessary.
  3. Click Finish or press [Enter] to complete the record.
     
     Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.
• Edit an Account Source

  You cannot edit an Account Source that is in use.

  1. Click to highlight the account source in the list and do one of the following:
  • Click the Edit button to the left of the list.
  • Click File > Open on the menubar.
  • Double click the account source.
  • Press [Enter].
  2. To revise the Description for all languages:
  • Click the Edit button to the left of the list.
  • Edit the value in the Description field
  3. To revise the description for individual languages:

  • Click the Edit button to the left of the list.
  • Deselect the Update descriptions in other languages checkbox.
  • Select the language you want to edit.
  • Edit the Description for the selected language.

  4. Click Finish or press [Enter] to complete the record.
     
     Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.
• Activate/Inactivate an Account Source

  You cannot inactivate an Account Source that is in use.

  1. Click to highlight the account source in the list and do one of the following:
  • Click the Delete button to the left of the list.
  • Click File > Delete on the menubar.
  • Press [Delete] on your keyboard.
  2. You are prompted, "Do you wish to delete this record?" Click Yes.
• Print the List of Account Sources
  1. To print the list of account sources, do one of the following:
  • Click the Print button to the left of the list.
  • Click Print > Listview on the options bar.
  • Click File > Print > Listview on the menubar.
  2. Print the list as you would any other document.