Question
- Can I show/hide Referred By contacts in DASH?
- How do you change Referred By selections?
- How to show/hide types of contacts or companies in the Referred By dropdown
- Why don't Employee contacts show in dropdown for Referred By?
- How can a Marketing Campaign show up for Referred By dropdown?
Answer
Securities
The ability to change what types of Referred By contacts will display requires proper security access. To grant access to this feature: 1. Hover over Administration and click on Employee/Security Settings 2. Click Security or Group Security. Select the employee's name (or title) in the upper-right hand corner. 3. Expand Administration > Check Default Documentation Standards.
- Hover over Administration and click Administration (or just click Administration header)
- Scroll down to the Referred By Configuration section. Here, you are able to select what options to show for Referred By for Claims (will display if you are a part of a Franchise) or Jobs (for locally created Jobs).You can add/remove Company contacts, Individual Contacts, Marketing Campaigns, and Employee Contacts to the Referred By list.
- Make sure to scroll back up and click Save for changes to persist.
- You will then be able to see the selected Contact types (ex: customer, employee, marketing campaigns, and company) Referred By options here in the Create Claim or Create Job page.
