You have the ability to add Referral Companies in ShareNote Community. This allows you to track where your Clients were referred from.
Jump to Section: [Add Referral Company] [Edit Referral Company] [Mark Active or Inactive]
Add Referral Company
- Hover over the Managers tab in the navigation bar and select Preferences from the drop-down.
- Scroll to Manage Referral Companies section and expand the section.
- Enter in the appropriate Referral Company information.
- Select the Active checkbox.
- Click Insert.
Edit Referral Company
- Hover over the Managers tab in the navigation bar and select Preferences from the drop-down.
- Scroll to Manage Referral Companies section and expand the section.
- Click the Edit link for desired Referring Company.
- Make appropriate changes and click the Update link.
Mark Referral Company as Active or Inactive
Although you are not able to delete a Referral Company in ShareNote Community, you can mark it as Inactive. Marking it as Inactive means that it will not display in any drop-downs in ShareNote Community. You can reactivate it at anytime.
- Edit desired Referral following the steps above.
- Select or deselect the Active Checkbox.
- Click the Update link.