Sources are a list that contains the answer to “How did you hear about us?” in the client intake process.
Sources are found on the LEFT SIDEBAR of the Client Dashboard.
The screen below opens.
Each Source is entered into the list by clicking +ADD.
Make sure the Active box is checked, as well as, the corresponding dashboard where the Source will be used.
You do not need to enter any additional information.
When a Source is no longer needed (for instance, you have not advertised in the phone book for a year), you can uncheck the “Active” box. This means you will no longer have that Source in the drop down list for future records. However, any previously entered record that contains that Source will retain the data.
Editing a Source changes the Source in all previously entered records.