Copying referral destinations

With the Referral Maintenance utility, you can quickly create a referral source by copying a referral destination's record from the Referred To category to the Referred By category.

To copy a referral destination

In the Referral Maintenance dialog box, select a referral destination in the Referred TO list.

Note: If the Referred TO list is long, to search for a referral destination, begin entering a referral destination's name in the Referred TO box. As you type, the first matching referral destination in the list is selected automatically.

Click Copy.

A new referral source, which has the same information as the originating referral destination, now appears in the Referred To list.