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Add New Referral SourceClick the Add New Record button to add a new referral type. Replace the text "New Value" with the name of the referral type and click Save. |
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Edit Referral SourceTo edit an existing referral type, select the row and click on the Edit button or double click the record.
Referral Source on the Client ScreenThese sources will appear on the Client screen in the Client Details tab, under the Referral Source. |
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