To change the spelling or other features of the name of a referral source The way that a client heard about your company or services. This might be a Google search, LinkedIn or another social media channel. :
- Select the Clients menu. A list of your current clients is displayed.
- Drill down on any client name. The client detail screen is displayed.
- Select Options > Edit.
- On the Edit Client screen, select the Contact Details heading. Contact fields (including Referral Source) are displayed.
- In the Referral Source field, drop down the list of existing referral source names.
- Re-type the referral source name as required.
- Save your changes.