Edit a referral source name

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. :

1. Select the Clients menu. A list of your current clients is displayed.
2. Drill down on any client name. The client detail screen is displayed.
3. Select Options > Edit.
4. On the Edit Client screen, select the Contact Details heading. Contact fields (including Referral Source) are displayed.
5. In the Referral Source field, drop down the list of existing referral source names.
6. Re-type the referral source name as required.
7. Save your changes.