Adding a Referral Source to the Client Profile

To add a referral source to a client’s profile:

1. Navigate to the Client Search screen. Main Menu > Client 2. Locate and double click on the client using the search filters. 3. Click View This Referral Source’s Information.
4. Click Yes.
5. Enter the referral source’s contact information. 6. Click Save.

• Zendesk Designer.5.log-1117815581.zip10 KB