The 'Referral Categories' section is where Admin users can add each type of Service Provider that you may be working with, and attach a Referral Merge Template to each category. For example, you may have a specific Merge Template set up to use each time you refer a Contact to a Solicitor, and so on.
Admin users can add Referral Categories by following these steps:
- Go to 'Settings' > 'Referral Settings'
- Click the 'plus' button to Add Referral Category
- Add a 'referral category name' eg. 'Solicitor'
- Click 'Select Template' to add a merge template to the category (the options here will be those merge templates that you've created under the 'Referrals' module)
- Select the appropriate template and click 'Add Template'
- Click 'Add' to save the new Referral Category