In this article, we look at how to create a Source of Business.
To start, let’s head to Maintenance > Source of Business.
- Add an item to the Source Maintenance table. Click the Insert button.
- Next, we’ll type in a Code. You can either allocate the next number—if the previous narratives have been set up with a number series, or you can use initials or the first few letters of the description.
- Type in a Description of the source of business.
- Once done, click Save. Note to click the Save button whenever you make any changes or updates.
- If there’s any Source of Business that you’d like to mark as inactive, select the item, then untick the Active checkbox and click Save.
✏️Note: You will no longer be able to see all the Source of Business items that you’ve marked as inactive. |
✏️Note: All the Source of Business that’s been marked as Inactive will no longer be displayed as part of the selection on the drop-down boxes when setting up a new client and matter. |
Please watch this video for demonstration: