Add a customer to a source

You can group customer accounts into a single source for reporting, filtering, and marketing. Customers can belong to multiple sources.

To learn more about customer sources, including how to create a new one, see Add a customer to a source.

Add a customer to a source group

1. Go to File > Customer > Master.
2. In the Customer box, find the customer you want to edit by typing the name, number, address, or phone. If the data for your customer does not appear automatically, press the Tab key.
3. From the Setup page, click the Sources tab.

   

4. Click Edit.
5. Click the Add Customer Source button. A row appears in the Sources grid.
6. In the Source Code column, type or search for the Source code or description, and then press the Tab key. The Description appears.

   Tip: To get more information on that source, or create a new source, click the link in the Source Code column, and then see Create sources to group customers.

7. Click Save.

Remove a customer from a source

1. Go to the Sources page as described above, and then click the delete icon at the end of the Source row you want to remove.
2. Click Save.