Adding a Job referrer (reporting)

Adding a Referrer

To add a referrer to a job:

1. Navigate to the Add Job contact tab.

The Add Job contact feature is located on the General > Job Contact tab.

2. Add a Job contact

Click the Add button.

The Add Job Contact Form appears.

Click the Link Contact button.

The contact is now added.

You may add either a Contact (an individual) or a Counterparty (an organisation) as a referrer. You may be better off adding the actual individual contact because you may specify the Company that the contact works for and this Counterparty is linked as the organisation referrer.

The individual contact is pictured below with the company specified.

Reporting

A referrer will report on the following practice reports

• Job Detail Listing
• Remuneration by Referrer.

Replace field

• The [RF_JOBCONTACT_REFERRER1] replace field will populate with the name and firm/organisation of referrer.