Quotes Referral Log Maintenance
Tools - Referral Log
To display and maintain the referral log.
Layout / How To
The grid is sortable; simply click on the desired column heading to sort by that column. Use the Search box to find specific values. You may use a percent sign (%) to help in search for values within text strings. For example, if you are sorting by Name, you may search for %smit and you will be positioned to the first Name which contains the characters "smit."
You may add a new record by clicking the button.
Double clicking on any item in the grid will take you to the Referral Log Edit screen.
To delete a record, select the record in the grid and then click the button. (Only Quotes Adminstrators have this ability.)
Use the date range at the top to limit the grid to a specific Report Date range.