Maintaining Referrals
Complete the following steps to maintain referral records.
1. Access the referral fields.
Option Description
Adding a Referral Click Add a Referral from the navigation menu.
Modifying a Referral
a. Find a Party.
b. Click the Referral tab.
2. Complete the fields.
3. Click Save.
Related Links
Referral Fields
Party Referral Tab (Parent Topic)