How do I rearrange referral types?

To rearrange referral types, follow these steps:

1.      Go to the Admin Tools tab at the top.

2.      Go to Organization Settings under the Organization Management heading.

3.      Scroll down to the Referral Types heading.

4.      Click and hold on the blue resize icon on the left of each referral type to move a referral type to its desired spot.

referral types with resize icon on the left and icons on the right

 

Didn't find what you’re looking for? Contact Biznomos Support online or call toll-free at 1-800-232-3989 for additional help.

You cannot comment on this entry