Changing Referral Categories

Update_Referral_Category.gif

  1. Select the Tools section ( the briefcase icon tools.png ) from the Dashboard

  2. Select the Administrative Tools option, then select Lists

  3. Select Referral Categories

  4. Select or unselect the referral options you would like to be available

Note: If you have any online forms that utilize referral categories, the form will need to be updated (as well as any package containing the form). For reference, see the following article: Adding and Removing Forms: Online Packages

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