Referrals
You can add a referral to client records and print a report.
On the client card, on the General Information, choose the Referring person/business. If you have access rights to Lists and this is a new referred by, it will ask if you want to add to the database.
You can see your list of referrals in File, Lists, Referrals. If your staff members don't have access to Lists, they will only be able to choose the options you have here.
You can print a list of who referred clients to you in Reports, Lists, Referrals or Referrals source with chart.
The date of the referral is the date that you add the client to the database. So if you create a client record in February and in March you add the referred by to the record, it will show on the report for February.
You can print for all referrals or just a specific one, for active clients, inactive clients or both.
The Referrals report gives a list of the client info, address and phone numbers.
The Referrals source with Chart gives a graph.
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