How can I track referral sources?

Kris Holz

The system currently does not have a specific field for that but there is a way to do it:

Go to the project for the client.
Put in a note to record the referral source.
Go to Reports in your top navigation bar, then the Entry & User tab. Click Generate for the Client Project Entries report. Make sure there's a check only for "Show Project Note Entries."
Export the report to excel.
Sort through the notes according to "Entry Details/Description."

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