Issue
How do I re-label an attachment that is linked to one of my referral source records?
Environment
Kipu CRM Roles: Admission Worker, Combined +, Combined (Admissions and B.D.), Super User, Business Development, Referral Source Management, Referral Source Management Plus, Business Development Plus, Features: Manage Files, Referral Sources
Important
If you are managed by a third-party biller, it is possible you will not see these roles available for your tenant. Contact support for more assistance.
Resolution
For guidance on how to relabel files attached to a referral source record, please refer to the information below.
- Access your desired referral source record.
- Select the Manage Files icon.
- You will see a list of files attached to the referral source record. To relabel a file, click the context menu icon next to the file you wish to edit.
- Select Rename File.
- Proceed to edit the name of the file. Once completed, select Save.
- The new name will be applied to the file. Once completed, select Close.
Cause
Please reference this article in case you are interested in relabeling files that are attached to your referral source records in Kipu CRM. At times, users may want to set an easily identifiable name to files uploaded to the system.