Adding or Editing a Referral Type
To get to Referral Types, type referraltype into the Convobar, or go to Meevo > Data > Referral Types.
To add a Referral Type
- From the Referral Types search form, select Add New.
- Enter a Display Name and Description for the Referral Type.
- When finished, select Save.
To edit a Referral Type
Note: Some fields may not be editable if the current location is not the item's Home Location.
- Locate the Referral Type and select it.
- Select Edit, and make your changes.
- When finished, select Save.