Exporting Referral Sources

You can export referral sources-other.  This means that you can export a list of your referral sources for your own tracking, reporting, or mailing purposes.

1) Begin by going into your case record.

Add the extra information to the field Referral Sources - Other.  Update your case.

2) On your home page, click Select Fields in the Cases Hub.  

When the "Select Fields" window pops open, check "Referral Source- Other."  Save your changes. You can then view or export your additional referral source field.