Request Source

Home Page→ System Settings→ Contractors/CRM→ Requests Source

Overview

Allows to create and edit Sources and their Descriptions.

List description:

Source - Source name

Manuals

How to create Request Source

Completing the Name field to create a new Requests Source, if you opened the list 'Requests Source' at first time.

Or press on the ‘+’ button, if you started switching between records. Then the form to create Requests Source will be empty.

Press on the Save button to save your entry after completing the form
To delete, select the entry on the list and click the Delete button

How to create description to the Requests Source

Select the required previously created item. Complete the Description field and choose the office from the Office selector

Or press on the ‘NEW’ button, if you started switching between records. Then the form to create Description will be empty

Select the "Set as default"
check box if you want your description to be the default, and it automatically fills in the Description field

when you select the appropriate Source in Customers, Office customers, Contacts, All Suppliers, Suppliers, Sister Companies, Shareholders,

Fuel Suppliers, Hotels, Agents, CAA Authorities, All Operators, VIP Operators, Comm.J. Operators, Cargo operators lists.

Press on the Save button to save your entry after completing the form.
To delete the description, select the required entry and click the Delete button

Where you can use it:

You can select Request Sources when creating or editing Customers, Office customers, in Sources selector on the Summary tab

And when editing Contacts, All Suppliers, Suppliers, Sister Companies, Shareholders, Fuel Suppliers, Hotels, Agents, CAA Authorities, All Operators, VIP Operators, Comm.J. Operators, Cargo operators on Procurement tab in Source selector

And Description of Request Sources will be available in the Descr selector in the same lists as a Sources, but after you selected Source

Permissions

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