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
just different ways to categorize the ways you get contacts. Use the setup screen to setup
all the different 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 button or select the UNDO
button to reverse changes.
It is not necessary
to set up these Customer referral options to use the basic functions of Retail ADVANTAGE.