Adding a client as a referrer

When you create a client you can add the entity who referred the client to you.  In some cases the entity that referred the new client to you may be an existing client. To be able to select the referring client you must first add them as a referrer. This article shows you how to do this.

1. Select Client \ Services
2. Click on ... button next to Method and select Existing Client.
3. Click on the ... button to choose the referrer.

When the select Referrer box is shown

1. Click New button.
2. Click No to choose an entity that already exists.

The search dialogue will then be displayed.

1. Enter the client name search string. Remember to  use to search within the client name
2. Click on Search/Refresh
3. Select the client
4. Click Select

The client will then be selectable as a Referee