Referral Sources

• Overview
• Adding a Referral Source
• Editing a Referral Source
• Enabling 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 Page
• Deleting a Referral Source
• Undeleting a Referral Source

Overview

Referral sources can be assigned when creating a new Quote or other elements. 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, select Referral Sources.
2. Click the  Add New Department button in the bottom left.
3. Give the new referral source a name, code (optional), and description (optional).
4. Click OK.

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, select Referral Sources.
2. Double-click the name of the referral source that you want to edit.
3. Edit the referral source information.
4. Click OK.

Enabling the Referral Source Field on an Element

1. In the  Main Menu, go to the  Projects menu, and choose Element Definitions.
2. Double-click the element name to which you want to activate the referral source field.
3. On the Field Settings tab, find the Referral Source option.
4. Choose Yes from the drop-down menu in the Enabled column.

On the Field Settings tab, there are two other options for referral sources: Inherited (determines whether or not the referral source will be inherited from a parent element), and Override (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 OK.

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 article to learn how to do this.

Adding a Referral Source Column to a Project Element 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 in the Search Options section within the Element Definitions article.

Deleting a Referral Source

1. On the  Contacts menu, select Referral Sources.
2. Select the checkbox(s) for the Referral Source(s) you want to delete.
3. Click the  Delete Selected Referral Source(s) icon in the bottom left.

Undeleting a Referral Source

1. On the  Contacts menu, select Referral Sources.
2. Click the "Show Deleted Only" option in the bottom left.
3. Select the checkbox(s) for the Referral Source(s) you want to undelete.
4. Click the  Undelete Selected Referral Source(s) icon in the bottom left.