Difference between revisions of "Referral Sources"
From Charitylog Manual
(Created page with "right") |
|||
| (10 intermediate revisions by 2 users not shown) | |||
| Line 1: | Line 1: | ||
| + | [[File:helpheader_small.png|right]] | ||
| + | |||
| + | [[File:RefS_1.png]] | ||
| + | |||
| + | 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. | ||
| + | |||
| + | Complete/edit enter the following information: | ||
| + | |||
| + | [[File:ref_sources.png]] | ||
| + | |||
| + | * '''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. | ||
| + | |||
| + | ---- | ||
| + | |||
[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
Latest revision as of 16:20, 22 February 2023
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.
