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Is it possible to edit the Sources in Marketing > Leads?  I got a business card today, and I really don’t want to select “Other”.

 

Thanks.

 

  

Best answer by Kandy Beatty

HI @bhyland 

These options are pre-defined by Acumatica out of the box. You would need to customize the drop down to add or change any. 

 

 

Here is the help to customize that if you would like:

https://help-2022r1.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=7ae228cf-c106-4766-a5fe-d267bfd88779

 

https://help-2022r1.acumatica.com/(W(3))/Help?ScreenId=ShowWiki&pageid=90925ddf-f6fb-4a94-864e-715d8b4c7f9e

 

I would suggest doing so in a Test environment first however. 

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Kandy Beatty
Captain II
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HI @bhyland 

These options are pre-defined by Acumatica out of the box. You would need to customize the drop down to add or change any. 

 

 

Here is the help to customize that if you would like:

https://help-2022r1.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=7ae228cf-c106-4766-a5fe-d267bfd88779

 

https://help-2022r1.acumatica.com/(W(3))/Help?ScreenId=ShowWiki&pageid=90925ddf-f6fb-4a94-864e-715d8b4c7f9e

 

I would suggest doing so in a Test environment first however. 


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  • Jr Varsity II
  • August 15, 2022

Thank you.


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