Editing a Source that is in use on calls/orders
When
editing a source in OrderLogix (Navigate to COMPANY DATA>ADVERTISING>SOURCE
and click the edit pencil icon next to the source
that needs to be changed) that has already been used on a call and or
order, you will get a dialog box that will appear stating "This source
has been used in one or more calls/orders and cannot be edited. Would
you like to delete this source and create a new one instead?" What
this dialog box means is that all calls and or orders that were associated
to the source before the change, will not be affected by the
change taking place. For
example: If you are editing the script that is associated to the source,
all of the calls/orders before the change will be associated to the
previous script. Therefore when you run reports for the source for any
date before the change, you will still see the "older" script information
present. All new calls and or orders after the change will indeed
reflect whatever modifications were made when you clicked the edit
pencil icon and the save button in the source information window.