The Problem Source features on a Problem record, helping you record where the customer query derived from. For example via phone or email.
In order to configure the Problem Sources within the CRM, you must have the correct level of authority attached to your CRM login. If you do not. then please contact the Customer Services Team or the Key CRM user within your business.
To edit your Problem Sources, click on the settings icon in the bottom left-hand corner.
Once within the Settings Centre, navigate to the Service section & scroll down until you reach the Problem Source configure option.
By selecting the 'Click here to Configure' link the Configure Problem Sources window will open. Within this window all of your current Problem Sources will be listed. To add a new one click on the + icon in the top right-hand corner.
You will now be able to start filling out information about your new Problem Source. The description should be relevant for all CRM users & helpfully summarise the Problem Source. Once happy with the information entered click 'Create' & your new Problem Source will be created.
To obsolete any old Problem Sources, click on the pencil icon for the required Problem Source & click 'Obsolete'.