Referral Sources
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When I delete a referral source, it stays on the referral report forever?  I misspelled and wanted some called different things, but now those mistakes are going to be on my referral report forever even though there are no clients connected to them?  Why don't they disappear completely if they have zero use or purpose? 

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    Ruth

    Hi Ryan, you can actually delete a Referral Source from your Referral Sources Report by clicking Manage Sources to the right, then clicking Remove twice. Let me know if that works! 

    Hi Ryan, you can actually delete a Referral Source from your Referral Sources Report by clicking Manage Sources to the right, then clicking Remove twice. Let me know if that works!