Customizing Referral Type values

Tere Somoza
Tere Somoza
Sixth Anniversary Name Dropper Participant Facilitator 1
in Blackbaud Enrollment Management System™

Hi everyone,

I know there is a way of doing this but can't find where! I am trying to customize the values that the Referral Type block display on the Inquiry Form and the Enrollment Form, but cannot find where to do it. Any help is greatly appreciated.

Tere

Comments

  • Troy Burki
    Troy Burki
    Fifth Anniversary Kudos 2 Name Dropper Participant

    @Tere Somoza you can make changes to the referral source table under Admissions → Admissions Setup → Inquiry Forms → click the option near the top for referral types. Once the different choices exist, you can adjust the settings on individual inquiry/application forms by clicking on the dropdown options link in the referral block on the form.

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  • Tere Somoza
    Tere Somoza
    Sixth Anniversary Name Dropper Participant Facilitator 1

    @Troy Burki thanks so much! Do you know if I can generate a report based on these results?

  • Troy Burki
    Troy Burki
    Fifth Anniversary Kudos 2 Name Dropper Participant

    @Tere Somoza when you create a candidate list, you can include the referral text column which will display the referral type (if one was selected)

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  • Tere Somoza
    Tere Somoza
    Sixth Anniversary Name Dropper Participant Facilitator 1

    @Troy Burki thanks! That was exactly what I was looking for.

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