Set Up Referrer Classifications

Use the Referrer Classifications editor to create a list of descriptions to use for classifying and subgrouping your referrer records. You add can add those classifications to your Other Referrer records.

Open the Editor - Select Editors from the Tools section of the Home ribbon bar. Then from the Professionals / Referrers section, open the Referrer Classifications editor. (You can also use the Search field to look for the editor you want to work with.)

Create a New Description - Click New. Then enter the details for the new record.

Edit Descriptions - Click in the field you want to modify and type your changes, or cut, copy, and pasteYou can cut, copy and paste to add and edit text and/or images to many areas of your system using standard keyboard shortcuts ( Ctrl+X , Ctrl+C , Ctrl+V , respectively). Or, you can often right-click the field or image you are working with and select the action from a menu. In many cases, Ctrl+A selects all available text or images, ready for you to cut or copy, Ctrl+Z performs an Undo of the last action, and Ctrl+Y performs a redo of the last action. as needed.

Delete Descriptions - Click the record you want to remove, then click Delete. The description is removed from the list, but not removed from any records that already have the description assigned to them.

Save Changes - Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.

More Information

Use Referrer Classifications Tags - Use the referrer classification field to categorize your referrers in any way you wish. You can add a classification to a referrer record in the Other Referrer editor, and use the classifications to subgroup your referral sources. See "Other (Miscellaneous) Referrer Records" for details.