Source Setup
Last Modified on 04/17/2026 12:43 pm PDT
Pathway: Setup > Account > Source
Source Setup controls what displays for selection in the Source drop down field when a new account is created (mandatory) or a new site is created (optional). Source identifies how an account originated and may help in future marketing and sales campaigns.
Field Descriptions
| Field | Description |
Name
| The name of the origin (source) of where business came from. Examples include call-in, referral, cold call, and existing customer.
|
| External ID | The source's ID from the legacy system imported during conversion.
|
Note
| Additional information about the Source.
|
| Date | The date the source was added to the system.
|
Active
| Controls if the source is available for selection when adding an account/site.
|
Is Acquisition
| Indicates whether or not this source is an acquisition.
|
Acquisition Name
| The name of the company acquired.
|
Acquisition Date
| The date when the acquisition happened.
|
Acquisition Note
| Additional information about the acquisition.
|
| Active | Controls if the source is available for selection when adding an account/site.
|
Add a Source
To add a Source, use the following steps. Once created and active the source is required and is displayed when creating an account.
- Click the green + icon to display the Add Source editor.
- Enter a Name for the source (required).
- Follow your established practice and procedures to complete other fields.
- Select 'Yes' from the Active drop down field to activate the source for use.
- Click Save when finished.
Edit/Deactivate a Source
To edit or activate/deactivate an existing Source, use the following steps.
- Double click on the source to be modified.
- Edit fields displayed based on your established practice and procedures
- Select 'No' from the Active drop down field to disable the source. If disabled, it will no longer show as an option in the Source dropdown list for an account or site.
- Click Save when finished.
Application of Source
Sources that are set up here are visible in the system and used specifically when adding or modifying an account. The source field is a mandatory field. The options listed are based on active Sources.
Permissions
The following permission is required to view, add and edit the Source Setup screen:
| Permission ID | Permission Name |
| 23 | Setup \ Account |
Related Articles
Create Account: Screen Field Descriptions
Add a New Account (Active)
Add a New Site & Move Between Sites
