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! :)
You can do this creating a Custom Widget. Add a Customer Detail step and choose “Show Referral Source”.
But it just gets saved in the lead, not in the client.
Wesley Owen commented
Thank you for adding, it is greatly appreciated!