Handyperson Referrals

Handyperson Referrals

The Handyperson Referral Lists will display the referrals created from Record A Contact and is used to manage the referrals and create the Handyperson jobs. At the top of the page you will find the search criteria tab:

• Own or All Users - When the referral is created via Record A Contact a user was specified to who is to manage the HP Referral. The 'Own or All Users' list allows you to view the referrals by the specified user or all users.
• Days to Show into Past - The number of days in the past to search from.
• All or Some - Specifies what type of referrals to display, All, Incomplete, Completed, Unassigned or Cancelled.
• List Order - Specifies how the results are displayed.
• 'Detailed Search' button - The detailed search allows you to search with more criteria, see Detailed Search for details.
• 'List Again' button - This will refresh the search results with the criteria entered.

Detailed Search

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