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It is also possible to create new Source Codes with certain fields pre-filled based on the lookup values you have set.

Before you use this option you will need to configure the settings in Lookup Value under the folder Automatic SourceCode Creation.

From here you will need to configure the SourceCode Format For Individuals.

You can add your own custom text here along with variables that will give you a unique Source Code such as the following:

<ddd>_<mmm>_<yyyy>

Which will give you the Day, Month and year that you select for this Source Code.

You may also configure the other lookup values to further refine the other fields such as the Description, Default Destination, Default Category, etc.

Once you have finished configuring Lookup Values you can then create the Source Code from the contact form as follows:

1.        Open the Options menu in the Contact Form and select Add a SourceCode.

2.        Select a date for the Source Code:

 

3.        This will then create a new Source Code for you.