
| Name, Address, Phone and Fax number | Referral’s information. |
| Contact Name | The person to contact for this referral. |
| The email address for the referral or contact. | |
| Salesperson | The salesperson associated with this referral. |
| Group | The Group associated with this referral. |
| Active | Checked is active Unchecked is inactive |
| Person | Checked, if referral is a person Unchecked, if other than a person |
| Referral ID | The ID number for the referral. This will default to the referral sort name, but can be changed if needed. |
| See Forms, Printing Reports |
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