How To: Change a Customer's Source Keycode
The Change Source Keycode option allows you to update the source keycode assigned to a customer record.
This can be useful when a customer has been assigned the wrong source code or when customer records need to be reclassified for reporting and analysis purposes.
Change a Customer Source Keycode
- Open a Customer screen (show me how).
- Load the customer record you want to update.
- Enter edit mode by:
- Pressing Alt + E, or
- Clicking the Edit button.
- Right-click the Source field and select Change Source Keycode.
- In the Keycode Change window, select the new keycode you want to assign.
- Click OK to confirm the change.
- Save the customer record by:
- Pressing Ctrl + S, or
- Clicking the Save button.
Additional Information
- The selected source keycode will replace the existing value on the customer record.
- Ensure you choose the correct keycode, as it may affect customer reporting and filtering throughout Khaos Control.
- Changes are not applied until the customer record has been saved.