How do I add a Referral? - Powered by Kayako eSupport Help Desk Software

08 Sep 2010

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	How do I add a Referral?

Article To add a Referral to a Client record, the Referrer must first be added to the list of Referrers in Maintenance > Referrers. Add your Referrers details and click OK.

Then, back in the Client Details > Referrals tab you may need to refresh the Referrers list using the Refresh list button (see the attached picture) to see the newly added referrer.