How to Add Comments in Referrals?
Personal > Left Tree Pane > Referrals
Click the required referral’s link to open the editing screen. The ‘Comments’ section is located below the ‘Referral Contacted’ options (‘Referred To’ and ‘Referred By’). Users can record a comment or special instructions in the text box field. Previously recorded comments can be viewed in the ‘History’ section below the ‘Comments’ text field.
NOTE:
Comments cannot be altered once saved. Only new and additional comments can be added. The comments history appears only after the first comment is added and saved.
