Create a Source record as soon as a new source is identified, directly from an intake. This method is faster (and less disruptive) than navigating to the Sources app while completing intakes.

How to Create a Source Record from an Intake 

1. Navigate to Intakes.
2. Select an [Intake Name].
3. Navigate to the Details tab. 
4. Edit the Source field.
   
5. Select + New Source. 
   
6. Choose a record type and select Next
7. Complete the following fields:
   • Source Name: Defines human-readable name. 
   • Related To: Maps record types associated to this source.
8. Save.