Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Idea Exchange
- :
- Add a field on screen 1 for a referral source - REFERRED BY
Options
- Mark as New
- Mark as Read
- Bookmark
- Subscribe
- Printer Friendly Page
- Report Inappropriate Content
Add a field on screen 1 for a referral source - REFERRED BY
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Add a field on screen 1 for a referral source - REFERRED BY
Add a field on screen 1 for a referral source - REFERRED BY
Submitted by Kimberley on 02-24-2024 02:19 AMMany firms have a referral program and receive referrals for which a fee or acknowledgement is offered. Currently we are storing this informaiton in the NOTES section. But, we cannot run reports on anything in there.
Also, clients tend to refer family and friends. It would be nice to be able to keep track of which clients are referring other clients by being able to link the referral back to a client.
Find more ideas labeled with
Post comment
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.