Accessing Requests Source
Navigate to the Settings section and under the System Setup Section click the “System Settings” Button. Then under the Contractors/CRM Section click the “Requests Source" button.
Overview
The Request Source module allows users to create and manage request sources along with their descriptions.
Main Functionalities
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Data Table Columns
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Source: Name of the request source.
How to Create a Request Source
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Open the Requests Source list.
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Click the "+" button to open a blank form.
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Enter the Source Name.
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Click Save to confirm the entry.
How to Delete a Request Source
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Select the Source from the list.
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Click the Delete button.
How to Add a Description to a Request Source
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Select the Request Source from the list.
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Complete the Description field.
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Choose the Office from the Office selector.
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(Optional) Check the "Set as default" box if you want the description to auto-fill when selecting this source.
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Click Save to confirm the entry.
How to Delete a Request Source Description
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Select the Description from the list.
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Click the Delete button.
Where You Can Use Request Sources
You can select Request Sources in the Sources selector when creating or editing:
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Customers
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Office Customers (on the Summary tab)
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Contacts
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All Suppliers
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Suppliers
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Sister Companies
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Shareholders
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Fuel Suppliers
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Hotels
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Agents
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CAA Authorities
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All Operators
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VIP Operators
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Comm.J. Operators
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Cargo Operators
Where the Description Appears
Once a Source is selected, its Description becomes available in the Descr selector in the same sections listed above.