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Referral Sources

Navigate to More > Admin and find Referral Sources under Configure on the left-hand side of the screen.

Referral sources are selected on the Client page and may be pulled into reports by navigating to Financials > More > Analytics.

Select the Add Client Source button from the upper right-hand corner to create a new Referral Source.

Referral Sources may be merged by selecting Merge and the sources to merge.

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