Referral Sources Screen
Use this screen to add or edit marketing referral sources values. A referral source value can be selected from the workfile Contacts tab.
Description of fields on the screen
| Field Label | Description |
|---|---|
| Edit | Select this option to edit Referral Source values. |
|
Use this option to print the Referral Source entries. |
|
| Print Preview |
Use this option to view the information on your screen. |
| Export to CSV |
Selecting this option exports the Referral Source values to a CSV (Comma Separated Value) file format. |
| Add | Select this option to add a new Referral Source entry. |
| Active | When checked, the Referral Source entry can be selected in the workfile Contacts tab Customer Age droplist. |
| Range | Use this field to edit the Referral Source entry. |
| (Up/Down arrows) | Allows you to change the order sequence of the Referral Source entries. |
| OK | Select this option to save the changes you made. |
| Cancel | Selecting this option closes the screen without saving. |
