Once the Tickler page is open do the following to select the specific record in the Referrals table that matches the Tickler item:
- Select the desired record by clicking the line number at the left side.
- Leave the Tickler page open and switch to the Referrals List page.
- Click the TICKLER navigation button at the top of the Referrals List page. This will instantly filter the records to select the matching record in the table.
Clicking the TICKLER CANCEL button will unfilter the Referrals List page.