‘Previous Referral Type’ field now available

The ‘Previous Referral Type’ field has been added to the Referrals List page. It is next to the ‘Referral Type’ field.  This new field will allow you to record what the previous Type was and store it with the record.

Say you have a “BMA” which changes to an “In-List”, and later you’ll want to run a report that shows how many records that started as a BMA turned into a different type of sale.  Now you can track those changes with the new ‘Previous Referral Type’ field.

A new ‘Previous Referral Type’ (Advanced) report will be available soon.

2 Responses to “‘Previous Referral Type’ field now available”

  1. Jan Harbor Says:

    Jim, you are terrific! You have always been so accommodating when we are trying to get a particular result from a report, and we really appreicate you at Crye-Leike!

  2. Chris McCambridge Says:

    I LOVE this new option….just LOVE it..thank you!!


    Christine McCambridge, CRP, REALTOR

    Senior Consultant

    Berkshire Hathaway HomeServices Texas Realty

    Relocation/REO Division

    3303 Northland Drive, Suite 100

    Austin, Texas 78731


    Note new email: chris.mccambridge@bhhstxrealty.com

    berkshire logo

    Formerly Prudential Texas Realty

    Emails sent or received shall neither constitute acceptance of conducting transactions via electronic means nor create a binding contract until and unless a written contract is signed by the parties.

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