Home » Categories » Multiple Categories

How To Add New Referral Type

The management software includes a list of Referral types to define how a customer became part of the database. Users may customize the list from any Customer screen Open any EST, RO or INV and go to the Customer screen.

1. Click on the Market button to access referral functions.
2. Click on Referral Setup to display the current list
3. Click on Add to open space to create a new referral entry.


4. Once the new referral text is entered, click OK to save it.


5. The list now includes your new entry; click OK to close the list.

0 (0)
Article Rating (No Votes)
Rate this article
  • Icon PDFExport to PDF
  • Icon MS-WordExport to MS Word
Attachments Attachments
There are no attachments for this article.
Comments Comments
Related Articles RSS Feed
Personalize Your Letters & Postcards
Viewed 2072 times since Fri, Oct 30, 2009
Search By First Name
Viewed 9526 times since Wed, Jun 6, 2012
Nexpart and Wiseconnect require line code option
Viewed 1514 times since Wed, Aug 8, 2012
Cust Followup Calling Report
Viewed 2614 times since Fri, Jul 17, 2009
5.9.x Reports Pack
Viewed 1760 times since Fri, May 10, 2013
Catalog Configuration: WorldPAC
Viewed 7796 times since Mon, May 19, 2008
Avast! Anti-Virus Exception
Viewed 1816 times since Tue, Mar 17, 2015
Setup An IAP Vendor For Use With Activant or eStore Button
Viewed 5977 times since Wed, Jun 4, 2008
Manager Crashes when using drop down selection on Technician
Viewed 3091 times since Thu, Feb 21, 2013
Tracking CRM Coupons in Mgmt
Viewed 1623 times since Fri, Jan 2, 2009