Advertising types are useful to find out how the customer found your company, whether that was via the internet, social media, or recommendation. You can add/edit/delete these at any time. If your company starts to advertise on Facebook or Twitter, for example, you can add this to the list.
In order to set these up, go to your system setting and from the 'Customer information' section, click 'Advertising 'how did you hear from us?'.
You will see a form on the left-hand side and a list of existing types of advertising on the right-hand side. You can add your new type of advertising on the left and it will appear on the right when you click 'Add advertising type'.
Click 'Edit' next to the advertising type you wish to change. You will see a page where you can edit the information with a space to name the advertising type. Change this information as required and click 'Save advertising type'.
You can also merge these types if you wish to group types together i.e Facebook and Twitter to create a social media type, or if someone has made a mistake and you would like to merge 'Gogle' with 'Google'. You can also do this by clicking 'Edit' next to the type you wish to merge.
You will be given an option of whether you want to merge this advertising type. Tick 'Yes', then choose which advertising type you would like to merge with using the dropdown box, then click 'Merge' (the button will appear when you have chosen an advertising type to merge with).
Commusoft will notify you that you have chosen to merge two advertising types together. Read the information and click 'Merge' to confirm your choice.
Click 'Delete' next to the advertising type you wish to remove. To confirm you wish to delete this item you will need to type 'delete' into the box, then click delete once more.