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