Do agency admins have the ability to modify the standard Dropdown list on Clients Module/Misc Tab for Referral Source
Is there a way for agency administrators to modify the standard dropdown list for the How client found this firm? Location in the Clients Module/Misc Tab. This would help us out quite a bit for reporting purposes to have the same spelling of the referral source versus staff having to type it in. We end up with many similar referral sources but different spellings.
Customer support service by UserEcho