This setting was previously called: Advertising types.
Purpose: Depending on how you market your company, you may have a variety of types of advertising you do. This setting allows you to add them, which will get added to your “how did you hear from us” ways customers can answer when requested.
Within the system, you can edit various forms of how your customers heard/contacted you for work. This page will allow you to add items to any dropdown relating to advertising.
Add advertising type
- Go to Profile Icon > Settings > Customers > Advertising Sources > View > Enter your advertising types > Add Advertising type.
Edit advertising types
- To edit, click on 'Edit'. Alter the entry and save.
- To merge entries, choose 'Yes' next to the 'Do you want to merge this advertising type' and select the advertising type from the drop-down.
Delete advertising types
- To delete entries, click on 'Delete'. To delete in Commusoft you must type delete and tap confirm in the pop-up module. If you are unable to delete an entry, you will be given a reason why.