Referral Sources

• Overview
• Adding a Referral Source
• Editing a Referral Source
• Activating the Referral Source Field on an Element
• Assigning a Referral Source to an Element
• Adding a Referral Source Column to a Calendar
• Adding a Referral Source Column to a Project Element Search Page
• Deleting a Referral Source

Overview

Referral sources can be assigned when creating a new Quote or other element. By default, the Quote element in Flex has the option to choose a referral source in the Edit Quote window. Assigning a referral source to a Quote or other element is a good way to keep track of where your customers are coming from. (ex. web search, existing customer referral, etc.)

Adding a Referral Source

1. On the Contacts menu, click Referral Sources.
2. Click New Referral Source in the Workbench Menu.
3. Give the new referral source a name, code (optional), and description (optional).
4. Click CREATE.

The new referral source will now be an option to choose from the Referral Source option when creating a new Quote.

Editing a Referral Source

1. On the Contacts menu, click Referral Sources.
2. Double-click the name of the referral source that you want to edit.
3. Edit the referral source information.
4. Click UPDATE.

Activating the Referral Source Field on an Element

1. On the Projects menu, click Project Elements.
2. Double-click the element name to which you want to activate the referral source field.
3. On the Identity & Exposure tab, find the Referral Source Enabled option.
4. Choose Yes from the drop-down menu.
5. Click UPDATE.

On the Identity & Exposure tab, there are two other options for referral sources: Referral Source Inherited (determines whether or not the referral source will be inherited from a parent element), and Referral Source Overridable (determines whether or not you can override the inherited referral source).

Assigning a Referral Source to an Element

1. Open the element to which you want to add a referral source, or begin creating a new element.
2. Click Edit Header (this step is unnecessary when creating a new element).
3. Choose an option from the drop-down menu for the Referral Source option.
4. Click ACCEPT.

Adding a Referral Source Column to a Calendar

You can make the referral source be visible on the list view of a calendar so you can quickly see the referral source for each job listed.

See the Adding and Editing Calendar Columns page to learn how to do this. For your reference, the expression that must be used to add the referral source to a calendar is:

element.referralSourceString (must be entered exactly as shown)

Adding a Referral Source Column to a Project Element Search Page

You can make the referral source be visible on the project element search pages. For example, if you want the referral source to be a column on your Quotes list page (accessible from the Projects menu), you can follow the instructions found on the Searching for a Quote page.

For your reference, the expression that must be used to add the referral source to a project element search page is:

element.referralSourceString (must be entered exactly as shown)

Deleting a Referral Source

1. On the Contacts menu, click Referral Sources.
2. Click the X in the row of the referral source that you want to delete.