Referral Sources - How to Create & Edit
Migration Manager enables you to list on the Coverpage of each Matter the referral source for that client. The list of available referral sources can be edited by following the below instructions.
1. Access Referral Sources
From the Main Menu, select Schedules, then Referral Sources.
2. Add a new Referral Source
To add a new entry, click the +Add button.
Enter the name of the new Referral Source, then click OK.
The new Referral Source will appear.
3. Repositioning an item
You can reposition your Referral Source items into an order that suits you. To reorder an item, simply click and drag the item to its new position.
To Edit or Delete a Referral Source, right-click on the item and select Delete Referral Source or Edit Referral Source.
When you have finished modifying Referral Sources, click Close.