Account > Client Sources (Used in Opportunities module only) Modify | Delete A source is used to populate the "Client Source" drop-down list box on the New/Edit Client dialog box. There is a default list of sources available, or you can create your own. To create a new Client Source: 1. Click on the Account tab. 2. Click on the "Create..." drop-down menu and select "Client Source." 3. Enter the source's name; if desired, use the "Notes" field to include any pertinent information. 4. Click on "Save." To modify an existing Client Source: 1. Click on the Account tab. 2. Click on the "Client Sources" link. 3. Click on the relevant source name in the list. 4. Make your changes in the "Edit - [name of source]" dialog box. 5. Click on "Save." To delete existing Client Source: 1. Click on the Account tab. 2. Click on the "Client Sources" link. 3. Click on the relevant source name in the list. 4. Click on the "Delete" button in the "Edit - [name of source]" dialog box. (Note: You cannot delete a source that has been associated with a client or prospect.)