Have you ever noticed that some of the field titles in ClientBase are blue? Ever wonder why?
This indicates that the field is customizable to your specific needs. It also means that if you enter a new code, you can query by it in the future. For example, let’s look at the Referred By field on the General Info screen of a profile.
Click on the words “Referred By” and you will see a matrix pop up with some default referral sources. Maybe you want to add your local newspaper as a referral source. Maybe you want to add the local tanning salon because you keep them stocked with brochures. Just click ADD–>enter the referral source–>OK. Now when you are working in a profile and click that little down arrow, your new referral source will be there to select. You can also start to type it in the field and ClientBase will autofill it for you.
CAUTION: You can free form fill that field. You can type in “Mary’s Aunt Betty” but in the future, you will not be able to query clients who referred by “Mary’s Aunt Betty” unless it is entered as a referral source.
Take a look around and see all the blue fields out there.
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