Referrals

How do I set a Contact Referral?

  1. Click the Referral Tab.

  2. Click the ellipse button (the three dots).

  3. Select the Contact's name from the contact list.

  4. Press the OK button.

 

How do I change or set the date of a referral?

  1. Click on the Date of Referral dropdown menu arrow.

  2. Click the new referral date.

Referral Date screen

or

  1. Click into the Date of Referral field.

  2. Click into the Day/Month/Year text.

  3. Enter the new referral date.

 

Mark-It How-To Document