Sources allow you to group customers for reporting and mass mailing purposes. Grouping customers in this way does not affect pricing, invoicing, or system financials in any way. Customers can be members of multiple source groupings. This section of the system allows you to create, edit, and delete source information. You may assign customers to sources through the Sources tab of the Customer Master screen.
You can also view a report of all source codes and descriptions by clicking the Report button in the bottom toolbar.
Making Mass Changes for Customers