Add New Location for Referred By Drop Down
It would be great if you could add the "Referred By" drop down to the Customer Check in Process. I know that you can go back into the customer database and add it after the fact but it would be great if we could make it a requirement just like a phone number, email, etc. It is something that is really important to my business to track how my customers heard about us and it would just make it very convenient. I look forward to seeing it in a future update, Thank you! :)
3
votes
Wesley Owen
shared this idea
You can do this creating a Custom Widget. Add a Customer Detail step and choose “Show Referral Source”.
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matt commented
But it just gets saved in the lead, not in the client.
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Wesley Owen
commented
Thank you for adding, it is greatly appreciated!