Create a Source record while you are populating a new intake record.
How to Create a Source While Creating an Intake
- Navigate to Intakes.
- Select New.
- Populate the intake record fields per usual.
- Select the Source field > + New Source.
- Choose a record type and select Next
- Complete the following fields:
- Source Name: Defines human-readable name.
- Related To: Maps record types associated to this source.