Menu Path from Main Menu

S – F8

Overview

The Account Source Maintenance Menu is an easy tool to track where customers come from by creating sources.

If an organization or business wants to track where customers in Orion come from, they can do so by setting sources in the source tracking master file and tagging new customer entries with where they came from.

The idea behind tracking sources is that you would be able to run a listing of customers and identify the source from where they came. For instance, if you ran an advertisement in a magazine and wanted to find out how many responses you got from that ad that led to new customers, you could track the source of the customers as you create them and tie them back to various marketing campaigns.

Function Key

Description

F1 – Search Sources

Search the list of sources by name

F2 – Edit a Source 

Edit the currently selected source

F3 – Add a Source 

Add a new source

F4 – Delete a Source 

Delete the currently selected source

F5 – Show All Sources

Remove all filters