Editing Referral Categories

To edit referral categories:

  1. Select System > Referral Categories (1). The REFERRAL CATEGORIES list window is displayed.

  2. Double-click the category you want to change, or select the category and click Edit. The REFERRAL CATEGORIES window is displayed in EDIT mode.

  3. Type your changes and click OK.

  4. Click Close.

  5. It is recommended that you do not delete a referral category. If you attempt to delete a category, a message is displayed, suggesting that you mark the category Inactive instead.

 

Related Topics

Creating Referral Categories

Running Referral Reports