filter by occupation type
It would be helpful to pull a report for 'Referral By' by the contact type. For example, instead of listing the name of a CPA, just list 'CPA'. The same could be said for client referrals - once again, instead of the client name, just list 'client'. Furthermore, if it's a referral received from our company website, it would be nice to have 'website' listed.
8
votes
Jessica Taylor
shared this idea
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Rebecca
commented
You can actually do this already if you use the "Source" drop down menu. The adin of your account can edit the categories to reflect whatever you need, CPA, Client, Website, Seminar, etc. When you need a report on a specific category you can run it by using the custom report feature in "manage your account."