New
Add a field on screen 1 for a referral source - REFERRED BY
Many firms have a referral program and receive referrals for which a fee or acknowledgement is offered. Currently we are storing this informaiton in the NOTES section. But, we cannot run reports on anything in there.
Also, clients tend to refer family and friends. It would be nice to be able to keep track of which clients are referring other clients by being able to link the referral back to a client.
