Fields in this window

Sales & Purchases Information window - Referral Sources view

Comments tab

Click this tab to open the Comments view to display all comments currently in your AccountEdge data file.

Shipping Methods tab

Click this tab to open the Shipping Methods view to display all shipping methods currently in your AccountEdge data file.

Referral Sources tab

Click this tab to open the Referral Sources view to display all referral sources currently in your AccountEdge data file.

Payment Method tab

Click this tab to open the Payment Methods view to display all payment methods currently in your AccountEdge data file.

List of referral sources

The list displays all the referral sources in your AccountEdge data 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 method 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 method, highlight it and select Delete Referral Source from the Edit menu.

Close button

Click this button to close this window.

Fields in the Sales & Purchases Information window - Referral Sources view