Updating the "Source" field when adding information

Ken Willey
Ken Willey
Fifth Anniversary Kudos 1 Name Dropper Participant
in ResearchPoint™ General Discussions

Hello! This might be a really novice question, but as we've begun to use RP, we've noticed that whenever we add donor information (real estate, business information, etc.), there's a required “source” field at the top that we have to fill in. However, the dropdown for that field doesn't offer very many choices, and we can't freetext any of our own values into the field. I also looked at the code tables, and couldn't see anything that corresponded with these sources. Is there a place where we can add our own sources?

Thanks a lot!

Comments

  • Emily Savino
    Emily Savino
    Sixth Anniversary Kudos 1 Name Dropper Participant

    @Ken Willey I know this response is almost a year later, but just found the answer myself and wanted to share. Under the Prospects area of RP, go to Configuration and choose “Capacity formula & source management”. Then click “Wealth Sources”. That's where you can add other choices for the drop down menu. I'm not sure if this Configuration is only accessible to certain user types. But wanted to share.

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