Create Source From Existing Intake Record

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.
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  5. Select + New Source
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  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
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