Track Referrals

Main Menu > Contacts > Referrals tab

When a customer or designer borrows a sample, you want to know: who has it, when they took it, and has it been returned. You could write it on a post-it note, but, there is a better way!

How to Track Your Top Referrals

Use the Referrals tab in Contacts to log this information.

1. Locate the customer in your Contacts.

2. Open the Referrals tab.
   
   The Referrals tab also shows which, and how many new customers, the specific contact has brought to your shop.
   
   You cannot type into these fields: they auto-fill when you use the Recommended By field on other contacts records.

3. The Go button takes you directly to the reference's record. 

4. The Print Report button allows you to print a report showing all customers who have made referrals.

5. Generate a Custom Report by performing a search to find all referrals over a date range.

6. Delete button clears the field.

Tip: Referrals should be entered into FrameReady at the point-of-sale when a customer record is created from the Work Order screen.

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