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.
ReloSpec411 
April 11, 2014 at 6:41 pm
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!
April 11, 2014 at 7:15 pm
I LOVE this new optionâ¦.just LOVE it..thank you!!
Regards,
Christine McCambridge, CRP, REALTOR
Senior Consultant
Berkshire Hathaway HomeServices Texas Realty
Relocation/REO Division
3303 Northland Drive, Suite 100
Austin, Texas 78731
512/407-2500
Note new email: chris.mccambridge@bhhstxrealty.com
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Formerly Prudential Texas Realty
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