Combine 'Referred By' Sources?
Combine 'Referred By' Sources?
For some reason, when I first started using Mitchell years ago, I thought it would be a good idea to make a 'Google' referred by option in the drop down list, in addition to the default 'internet' option. Is there any way to combine these two into one at this point?
- timbre4
- System Guru / Moderator
- Posts: 4532
- Joined: Tue May 25, 2004 5:47 pm
- Location: TN - Volunteer State
Re: Combine 'Referred By' Sources
There is no way to combine two different Marketing entries. If you want everything under Internet, here are three steps:
1. Print the Referral-Marketing report to get a list of customer records under Google referral. This will be your cross-off list.
2. Go to Utilities - Customer screen and select the first customer on your list; go to Referral and change Google to Internet. Repeat until your list is done.
3. From any Customer record, click on the Market button. go to referral Setup, highlight Google and click Delete and OK.
1. Print the Referral-Marketing report to get a list of customer records under Google referral. This will be your cross-off list.
2. Go to Utilities - Customer screen and select the first customer on your list; go to Referral and change Google to Internet. Repeat until your list is done.
3. From any Customer record, click on the Market button. go to referral Setup, highlight Google and click Delete and OK.
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer