Adding or removing a Referral Source:

1. Go to the Addt'l Info/Notes tab of an existing or new client.
2. To add a new item to the dropdown list, simply type the source name into the entry field named Ref Source *  in the lower left side of the screen.
   • Once you save this client or save the modified info for an existing client, the new item will then appear on the list for any other clients you pull up or create in InsurancePro. 
3. To remove an item from the Ref Source * entry field dropdown list, simply highlight the item and press CTRL+Del keys on your keyboard.