11-09-2009 06:10 PM
11-12-2009 01:52 PM
You should be able to do this using a couple of custom fields and by modifying the standard Source of Referrals report:
- Create a field for the referral source. There should actually already be default field for this that is used in the referral report...you can just change the dropdown values
- Create a date field for the referral date
- Edit the existing Source of Referrals report (or a copy of it) to include the referral date field
- When running the report, do a lookup on the referral date field to capture referrals for a particular time period. You can use an Advanced Query to define a particular date range. Then run the report for "Current Lookup"
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.