How do I set a Contact Referral?
Click the Referral Tab.
Click the ellipse button (the three dots).
Select the Contact's name from the contact list.
Press the OK button.
How do I change or set the date of a referral?
Click on the Date of Referral dropdown menu arrow.
Click the new referral date.
Click into the Date of Referral field.
Click into the Day/Month/Year text.
Enter the new referral date.
Mark-It How-To Document