Adding or Editing a Referral Type

To get to Referral Types, type referraltype into the Convobar, or go to Meevo > Data > Referral Types.

To add a Referral Type

  1. From the Referral Types search form, select Add New.
  2. Enter a Display Name and Description for the Referral Type.
  3. When finished, select Save.

To edit a Referral Type

Note: Some fields may not be editable if the current location is not the item's Home Location. 

  1. Locate the Referral Type and select it.
  2. Select Edit, and make your changes.
  3. When finished, select Save.