To enable capturing of Source of Business when creating a client. Examples would include Advertising, Branch Referral, Client referral, Existing client, Internal (Staff) referral), Introducer, Walk in, Mailshot, Adviser Prospect, Friends/Family, Purchased Lead, Website, Social Media, Telemarketing.
This could be included as part the existing Introducer screen when selecting if a client is via an introducer a client or adviser with additional field options depending on which option is selected
The field should be reportable