The Referrals Summary Screen

The Referrals Summary screen provides quick access to any Referral Record in your referrals database via a table that can be sorted according to name, date, referral source, referring party, referral status, and "assigned to" status, in addition to being filterable according to a variety of Referral Record-related criteria.

Topics related to this screen
Icons used on this screen

HOW TO FIND THIS SCREEN
FEATURE	ROUTE
Main Menu	From the Main Menu bar, select Contacts > Referrals Summary.
Contacts	From the Contacts Landing screen, select the View Referrals action link.

TOPICS RELATED TO THIS SCREEN
FEATURE	PROCEDURES
Contacts	Contacts and Uses for Contact Information Information Hierarchy in 8i
Referrals	Working with Referrals Adding a Referral Editing a Referral Adding Contacts to a Referral Tracking a Referral's Status Tracking the Effectiveness of a Referring Party Creating a Referral Report
Calendar	Applying a Plan

ICONS USED ON THIS SCREEN
ICON	COMMENT
	Delete the referral.
	Apply an action plan to the referral.
	Create a referral report.