CONTACT INFO | ADD REFERRAL SOURCES | EDIT REFERRAL SOURCE | DELETE REFERRAL SOURCE | REPORTS | SUBMENUS | QUIZ
The Referral Sources List allows you to view/add/edit/delete referral sources. To view the referral list, go to Resources > Referral Sources.
You can search for a specific referral source by entering the referral source name in the Search box and clicking on <btnw> Search <btnw>
You can filter by selecting the drop down <btn> All ▾ <btn> under Referral Source Type
or you can filter by selecting the drop down <btn> All ▾ <btn> under Status.
You can view the referral source file by clicking on the "Name" link <udl-orange>Aames, Alan<udl-orange> or the magnifying glass <icon-magnify>xxx<icon-magnify> icon.
You can view the referral source contact information by clicking on the "Address Book" <icon-addressgray>xxx<icon-addressgray>.
This will bring up a preview of the Contact Information.
To add a referral source, click on <icon-greenredarrows>xxx<icon-greenredarrows><udl-orange>Add Referral Source<udl-orange> link.
Enter the required information and click <btnw> Save <btnw>
This will take you to the Referral Source Master File.
To edit the referral source, click on the <udl-orange>[Edit]<udl-orange> Edit Link.
Make the necessary changes and click <btnw> Save <btnw> when you are finished.
You can delete a referral source by clicking on the Trash Can <icon-trashcan>xxx<icon-trashcan> icon.</icon-trashcan></icon-trashcan>
You will be asked if you are sure you want to delete. Click "OK" to confirm.
Select the <btnw> Export <btnw> button when you have finished setting all of your options. </btnw></btnw>
Referral Sources <btnw> PDF ▾ <btnw> includes: </btnw></btnw>
You can export the referral sources into a Spreadsheet by clicking the drop down to the right of PDF and changing it to Spreadsheet and then click "Export".
Referral Sources <btnw> Spreadsheet ▾ <btnw> includes:</btnw></btnw>
