This article explains how to add and edit the Source of Introduction in Unity® Practice Management.

General Information 

This maintenance option allows you to:  

• Add new source of introductions.
• Edit existing sources of introduction. 

How to Access this Option 

1. Open the Coredata program.
2. Click Maintain on the top toolbar to enable a dropdown menu.
3. Select Source Of Introductions. 

How to Add a Source of Introduction 

1. Click Insert.
2. Enter a Code into the upper section.
3. Enter a Description into the upper section.
4. If a particular source of introduction is selected more regularly than you may not want it to appear alphabetically in the sources of introduction list. Instead, you may want it to appear higher up in the list. The sort order dictates the order in which items appear on a list. An item with a sort order value of 1 will appear at the top, and 99 at the bottom.
5. Untick the Active checkbox to mark the source of introduction as inactive. This means that the source of introduction will no longer be available for selection within the Accounts and Coredata programs e.g., when posting or setting up a new matter.
   • The purpose of the Active checkbox is to prevent the program options from becoming cluttered with old sources of introduction that are no longer used.
6. Click Save.

How to Edit a Source of Introduction 

1. A list of existing sources of introduction will display in the lower section of the window. Click the required record to select it, and that record will turn blue.
2. The information for the selected record will display in the upper section of the window. Any field can be edited. Simply re-enter the new information.
3. Click Save.  

How to Delete a Source of Introduction 

1. A list of existing sources of introduction will display in the lower section of the window. Click the required record to select it and that record will turn blue.
2. The information for the selected record will display in the upper section of the window.
3. You cannot delete an item but you can make it inactive instead. To do this untick the Active checkbox then click Save. By default inactive items are not displayed within Accounts, Coredata or on the reports unless you specifically request to view them via the options. In other words, inactive items are normally hidden from view so they are as good as deleted, but with the advantage that you can still go back to them if necessary in the future.