How to update the 'referral source' options
Go to the "Referral sources" tab, input the name of an organization you receive referrals from, and click the "Add" button, and that organization's name will be included in this referral source dropdown:
Referral sources show up in two areas:
- After submitting an online request via your portal, prospective clients are given the option to indicate the organization that referred them to your service.
- When making a referral, administrators can select the referral source from the Add Matter modal.