Copying referral sources

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

To copy a referral source

In the Referral Maintenance dialog box, select a referral source in the Referred BY list.

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

Click Copy.

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