Referral interest categories provide information about hobbies or professional organizations of a referring source. You can use these categories to generate a mailing list for all referral sources with a specific interest.
To add a referral interest category:
Select Tables > Referrals > Interests. The Referral Source Interest Search window is displayed.
Click New. The Referral Interests Data Entry window is displayed.
Type a description for the referral interest code in the Description field.
Click Ok.
To change a referral interest category:
Select Tables > Referrals > Interests. The Referral Source Interest Search window is displayed.
Enter search criteria and click Find, or click Display All. The categories matching your search criteria are displayed.
Select the interest category to change, and click Edit. The Referral Interests Data Entry window is displayed.
Change the information.
Click Ok.
To delete a referral interest category:
Select Tables > Referrals > Interests. The Referral Source Interest Search window is displayed.
Enter search criteria and click Find, or click Display All. The categories matching your search criteria are displayed.
Select a category, and click Delete. A confirmation message is displayed.
Click Yes.
Setting Up Referral Information