Fields in this window
Sales & Purchases Information window - Referral Source view

Window Overview | To use this window | Fields in this window | To find this window


Comments tab

Click this tab to open the Comments view to display all comments currently in your Accounting Plus company file.

Delivery Methods tab

Click this tab to open the Delivery Methods view to display all delivery methods currently in your Accounting Plus company file.

Referral Source tab

Click this tab to open the Referral Source view to display all referral sources currently in your Accounting Plus company file.

Payment Methods tab

Click this tab to open the Payment Methods view to display all payment methods currently in your Accounting Plus company file.

List of referral sources

The list displays all the referral sources in your Accounting Plus company file.

If you want to change a referral source, highlight it and click Edit.

If you want to delete a referral source, highlight it and select Delete Referral Source from the Edit menu.

If you want to create a new referral source, click New.

New button

Click this button to open the Edit Referral Source window, where you can enter a new referral source.

Edit button

Click this button after highlighting a referral source in the list to display the Edit Referral Source window, where you can change the name of the referral source.

If you want to delete a referral source, highlight it and select Delete Referral Source from the Edit menu.

Close button

Click this button to close this window.