Source Groups are used within the setup of point calculation rules for Membership Types. Within a rule, you may specify if points are calculated by a Source group. You can identify which source codes belong within the Source Group so that points are calculated based on the codes entered here. For example, you may create a source group called CRS and within this group, you can select the CRS related source codes. When this source group is applied to a calculation rule, points are calculated if the reservation source code is included in this source group.

Adding Membership Source Groups

1. From the Administration menu, select Client Relations, then Membership Management, then select Source Groups.

2. Click New and enter the following details:

   1. Code: Enter the membership source group code.

   2. Description: Enter the description for the source group.

   3. Sequence: Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned.

   4. Source Codes: Select one or more source codes from the Available panel and click > to move to the Selected panel.

      Note:

      Use the filter to refine the search; enter value and click Go .

   5. Click Save.

Editing Membership Source Groups

1. From the Administration menu, select Client Relations, then Membership Management, then select Source Groups.

2. Enter search criteria, click Search.

3. Select the source group in the search result, then click vertical ellipsis Actions menu and select Edit.

4. Update the details.

5. Click Save.

Deleting Membership Source Groups

1. From the Administration menu, select Client Relations, then Membership Management, then select Source Groups.

2. Enter search criteria, click Search.

3. Select the source group in the search result, then click vertical ellipsis Actions menu and select Delete.

4. Click Delete to confirm.