Sources

Sales information can be provided on company, travel agent, source, and contact Profile screens, primarily on the Sales Info tab. This information can assist Sales Managers in decision-making and can be used as filters in preparing sales reports.

A source indicates how you came to acquire this account (e.g., through an advertisement, a web site, a referral, etc.). Select Configuration>Profile>Sales Information>Sources to set up sources. The Sources screen appears.

The Sources screen shows the following information.

Code. Code that represents the source.

Description. Description of the source code.

Seq. Number that controls the position of the source in displays.

Adding and Editing Sources

To create a new source, select the New button from the Sources screen. To modify an existing source, highlight your choice on the Sources screen and select the Edit button. The Sources- New or Sources- Edit screen appears. You may also inactivate and delete unused sources codes.

Provide the following information and select the OK button.

Code. Enter a code for the source (for example, WEB for web site, TS for trade show, CC for cold call, REF for referral, etc.).

Description. Enter a description for the source code.

Display Seq. Enter a number that will control the position of this source when listed in screen displays. Sources that do not have a display sequence number appear in alphabetical order following the sources that have a sequence number assigned.

Inactive. Select this check box to inactivate the current sources code. Leave unchecked for active codes. You can also inactivate a code from the main grid by highlighting the code and selecting the Inactivate button. Inactive codes will not be available for selection on a profile, but will be available for selection in filters and queries. If you want to delete a code, you must first inactivate it and then delete it. Only inactive codes that are not currently applied to a profile can be deleted.

Function Buttons

Search. Select to search for the Sources code based on the search criteria that has been entered.

Move Up. Select to move the Sources code up in the display sequence.

Move Down. Select to move the Sources code down in the display sequence.

New. Select to create a new Sources code.

Edit. Select to edit the highlighted Sources code in the grid.

Inactivate. Select this button to inactivate the highlighted code in the grid.

You can also inactivate a code from the Sources - New or Sources - Edit screens by selecting the Inactive check box.
Inactive codes will not be available for selection on a profile, but will be available for selection in filters and queries.
If you want to delete a code, you must first inactivate it and then delete it. Only inactive codes that are not currently applied to a profile can be deleted.
Inactivated sales information codes can be viewed on the User Activity Log. Select Miscellaneous>User Activity Log. Then, on the User Activity Log screen, select Activity Group>Configuration.

Delete. This button displays when the Show Inactive check box is selected in the Search criteria and only inactive codes display in the grid.

If you want to delete the highlighted inactive code, select the Delete button. If the highlighted code is still associated with a past or future profile, you will see the message, "Cannot delete. Record has dependent records." In this case, you must first go to the specific profile screen and delete the code from the corresponding field.
Deleted sales information codes can be viewed on the User Activity Log. Select Miscellaneous>User Activity Log. Then, on the User Activity Log screen, select Activity Group>Configuration.

Close. Select to exit out of the Sources configuration screen.