Referrer Classifications Editor

Select Editors from the Tools section of the Home ribbon bar. Then, from the Professionals / Referrers section, open theReferrer 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 paste You 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

Use the referrer classification field of your Other Referrer editor to categorize your referrers in any way you wish. You can use the classifications to subgroup your referral sources. See "Other Referrer Editor" for details.