Setting and changing a Customer's Source Keycode


This video shows you how to change a customer's source keycode. Their source keycode is normally the first keycode associated with the customer, for example how they found out about your business. A step by step guide can be found below the video.


  1. In the Customer Record, make sure you are on the General tab.
  2. Enter Edit Mode.
  3. Using the Actions menu, select Change Source Keycode.
  4. In the popup, use the drop down to select the Source Keycode you want to use.
  5. Click on Continue.
  6. Save the screen.

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