Add the ‘Referral Source’ to your records

Want a separate field for keeping track of the Referral Source such as “Website”, “Network” or any other choice? From the Utility Settings page you can add the selections you want to use, then after clicking the pencil in the Referrals List page you can make your choice.

To find the records having a certain Referral Source, click SEARCH, select your choice from the Referral Source droplist and APPLY FILTER.

One Response to “Add the ‘Referral Source’ to your records”

  1. r williams Says:

    This is a very useful enhancement – would also like to be able to run report off this field. Such as Custom Financial report.

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