Project Selection Page
Location in standard build: Click "Record a Contact" on any Organisation/Person's Details Screen
The Project Selection Page is used to choose a parent Project for a new Referral. Put a tick in the relevant box. then click "Create New Referrals".
Which Projects are shown
Depending on which Type of Organisation/Person you are starting a Referral for, you will probably see different Projects available. Only those Projects which are available to the relevant Type (as set on the [[Project_Details_-_Types_Of_Orgs_&_People_tab|"Types of Orgs & People" tab in Project Settings) will be displayed.
Templates
Referral Templates are shown in red on this page, below each Project.
- Ticking one of the boxes by a red heading will start a Referral which uses that Template (Templates allow you to mark stages along the way as you record Contacts)
- Ticking one of the boxes by a black heading (the Project name) will start a Referral which does not use a Template.
There is a preference on the Project Settings tab which sets a Project to "Show Templates only" in which case there will not be a tick box next to the Project name.
Existing referrals
You may see a section of the screen which displays Referrals that already exist. This is to help users avoid duplication of Referrals (starting a new Referral when they should actually be adding a Contact to one that already exists). It may display above or below the Project tick boxes.
The setting that controls whether this section appears or not can be found on the Operational Rules New Referrals tab.
Rob Kay - manual author (talk) 15:46, 2 September 2016 (BST)
