We are in the process of adding “Suspects” into our Customer Entry screens and would like to add a note about how we received their information (met them at a trade show, another customer referred them to us, they found us on the Internet, etc.). We would also like the query this field. If you are entering Suspects in, where are you entering this information in Epicor? TIA!
Bethany Rye
PTI Epicor Business Analyst