Difference between revisions of "Referral Sources"
From Charitylog Manual
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| − | Referral Sources are 'How did you hear about us' and are used on new referrals/cases. Referral | + | 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. |
| − | + | 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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Revision as of 09:31, 1 May 2018
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.
You can now enter the following information:
- Name of the Referral Source
- Notes (for information on this screen only; these notes are not output on any report)
- Display Order
- 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.
