Create Source From New Intake Record

Create a Source record while you are populating a new intake record. 

How to Create a Source While Creating an Intake

  1. Navigate to Intakes.
  2. Select New
  3. Populate the intake record fields per usual.
  4. Select the Source field > + New Source
  5. Choose a record type and select Next
  6. Complete the following fields:
    • Source Name: Defines human-readable name. 
    • Related To: Maps record types associated to this source.
  7. Save
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