How to update the 'referred by' field on the Master Job

Updating the referred-by field on the master job once it has been created.

Occasionally a referred source is not known when a master job is created. For accurate reporting later updating this will give you valuable insights. 

  1. To update the referral source later on navigate to the master job you wish to update. If within the file click on the blue master job number. 
  2. Click the green pencil icon next to the contracts
  3. Update the referred by source
  4. Click Update

Update Referred by from Master Job