Adding or Modifying a referral type

  1. Select Settings > Marketing > Marketing Field Options > Referral Types.The Referral Types page is displayed.
  2. Select a division and a site for which a referral type must be added.
  3. Click New. The Edit Referral Type page is displayed.
    Note: You can modify the existing referral types, using the Edit option.
  4. Specify this information:
    Referral Type
    The name of the referral type.
    Field Code
    The field code for the referral type, if required.
    Visible In Guest Portal
    Select this check box to make the referral type available on the Guest Portal.
  5. Click Save.