Customizable Section: Referral Source Contacts

In referral source records, CRM users can customize the displayed data points in the contacts section overview. This enhanced customization empowers organizations to tailor their referral source profiles.

Requirements

• The user must have one of the following security roles:
  • Super User
  • RB Client Super User
  • RB Client Super User with User Management
  • KipuCRM Super User
  • Admission Worker
  • Combined +
  • Combined (Admissions and B.D.)
  • Business Development
  • Referral Source Management
  • Referral Source Management Plus
  • Business Development Plus
  • RB VOB Manager
  • RB Client Combined Admissions and Bus Dev
  • Combined Admissions and Business Development
  • RB VOB Agent
  • RB VOB Supervisor
  • Zealie VOB Agent
• There must be an active Referral Source record

Customizable Section Feature

Here, you can modify the data points you want to appear in the Referral Source Contact.

1. Use the global search to access any desired Referral Source record.
   
2. Select Referral Contacts from the left-side panel.
   
3. Select the context menu icon.
4. The system will show all available data points that can be configured to appear in the record.
5. Select the checkbox on any of the data points present to remove the column(s) from the record.
6. Once you have completed configuring the columns, select Save Columns.
7. Proceed to select the context menu icon to remove the column options from your view.
8. The Referral Source Contacts area will now only show the selected data points.
   
   Important: The modifications made through this application will only be visible to the user who initiated them. Furthermore, these changes will be reflected across all referral source records in your CRM tenant.