Customizable Class Management

Referral Types are used when adding or editing an account.

To add Referral Types

1. On the administration menu, select Lookups, select Accounts, and then click Referral Types.
   
   The Referral Types page displays.

2. Do one of the following:

   • Click Add new item....
     
     The Add Item page displays.

   • Click the Edit button next to the type you want to edit.
     
     

3. Select the Active check-box to make the referral type available , or clear the check-box to make the type inactive.

4. In the Description box, type the descriptive name for the referral type.
   
   For example: Direct Mail, Friend, Online.

5. Click the Save and Return button to save the new type and return to the Referral Types list.
   
   

To delete a Referral Type

1. On the administration menu, select Lookups, select Accounts, and then click Referral Types.

2. Click the Edit button next to the referral type you want to delete.

3. Click the Delete button.

4. Click Yes to confirm the deletion.

NOTE: You cannot delete a referral type if it is currently assigned to an account.