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
Control or Prevent Charge Sales
Viewed 2919 times since Wed, Aug 13, 2008
Winsock error - Error 10022 in function listen invalid argument
Viewed 2348 times since Thu, Jul 26, 2012
Od5browser.exe – fatal error clr error
Viewed 1129 times since Thu, Aug 9, 2012
Change Vehicle Ownership
Viewed 10940 times since Sat, Oct 31, 2009
F12 Profit Wheel Does Not Work
Viewed 2407 times since Wed, Mar 31, 2010
How to: Enable a Catalog and Link a Vendor in Manager
Viewed 4544 times since Fri, Sep 11, 2015
No ODBC Data Source / 3031 Error
Viewed 3277 times since Tue, Oct 29, 2013
Email Setup Shop Management SE (V6)
Viewed 26089 times since Wed, Mar 27, 2013
Use Part To Handle Fee Or Tax SE
Viewed 2715 times since Wed, Jun 6, 2012
Configure ’Nexpart’ Catalog
Viewed 7444 times since Wed, May 23, 2012