SELECT FROM THE MENU
BAR CUSTOMER THEN SETUP THEN SETUP CUSTOMER REFERRALS
Customer Referrals is the way you can track
your source of new customers. Referrals are
the different ways to categorize how you get Customers. Use the setup screen to setup all
the types of referrals.
example of Customer referral is Newspaper Ads, New Request, Repeat Request, or Walk-In.
Use the new referral
button to add a referral and the edit and delete buttons to edit and delete referral.
The system will warn you
if you are deleting a referral that is used in a Customer record. If you edit a referral type, all Customers with
that referral will also be edited to the new referral.
Make sure you
select the Save Changes button to save your
changes or select the Undo Changes button to