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How would I be able to track referral sources?

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

  1. Go to the project for the client.
  2. Put in a note to record the referral source.
  3. Use the Project Entries report. Make sure there's a check only for "Show Project Note Entries."
  4. Export the report to excel.
  5. Sort through the notes according to "Entry Details/Description."
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