Difference between revisions of "Referral Sources"
From Charitylog Manual
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| + | [[File:helpheader_small.png|right]] | ||
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| + | [[File:referral_source1.JPG|400px|alt="a screenshot of the referral source button highlighted in the admin menu."]] | ||
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| + | Referral Sources are 'How did you hear about us' and are used on new referrals/cases. To use Referral Sources they need to be set up and each project that requires them needs to have them switched on, see [[Project_Set_Up#Record_a_Contact_tab| Project Set Up]] for details. | ||
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| + | To create a new Referral Source click on the 'Create New Source' button or click on the name of an existing source to edit it. | ||
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| + | Complete/edit enter the following information: | ||
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| + | [[File:referral_source2.JPG|700px|alt="a screenshot of the referral source button highlighted in the admin menu."]] | ||
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| + | * '''Name of the Referral Source''' - The How did you hear about us label, which is displayed to the user and on reports. | ||
| + | * '''Notes''' - For information on this screen only; these notes are not output on any report. | ||
| + | * '''[[Display Order]]''' - The order they are displayed in the drop down list. | ||
| + | * '''Active?''' - Whether this option in the Referral Sources list is available for users of the system or not. | ||
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| + | Click "Save Details" when you have entered the data. | ||
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| + | ---- | ||
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[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
Latest revision as of 14:18, 24 October 2024
Referral Sources are 'How did you hear about us' and are used on new referrals/cases. To use Referral Sources they need to be set up and each project that requires them needs to have them switched on, see Project Set Up for details.
To create a new Referral Source click on the 'Create New Source' button or click on the name of an existing source to edit it.
Complete/edit enter the following information:
- Name of the Referral Source - The How did you hear about us label, which is displayed to the user and on reports.
- Notes - For information on this screen only; these notes are not output on any report.
- Display Order - The order they are displayed in the drop down list.
- Active? - Whether this option in the Referral Sources list is available for users of the system or not.
Click "Save Details" when you have entered the data.
