Adding the Record Source

When editing or adding an individual profile, you have the option to indicate how the individual reached your organization using the Record Source drop-down list. Options for the Record Source drop-down menu may be added in CRM Setup.

Use the Record Source later as a Price Qualifier to offer a special price to a select group of individuals.

1. Navigate to the Individual Profile.

2. Hover over the Edit action icon. Click Edit Name and Address in the drop-down menu.

3. The Edit Personal Information form appears. Locate the Personal Information section.

4. Select an record source from the Record Source drop-down list.

5. Click Save.