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Change the Referred By field for records in bulk

The Referred By field is located in the Contact Details section of a Contact Overview.  The ability to add a referrer for multiple contacts at once may come in handy if one individual or organization has referred multiple contacts to you and you decide to begin tracking this data.

From your Advanced Search page, after running a search that will include your desired contacts, place checks to the left of the names of those contacts for whom you want to add the same referrer:


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In the example above, I've run a search that yielded 99 records (only partial results are displayed in the screenshot) — I then selected six of those records for whom I want to add a common Referrer.

My next step would be to click Options in the Result Options widget to the right of my search results and then to select Bulk Referred By Change from that menu:

 

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After clicking Bulk Referred By Change, I'll then see the Change Contact Referred By dialog, where I can add the common referrer for each of these six records:

 

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After typing that referrer name in the "New Referred By" box and clicking Change Referred By, this information will be reflected in the Contact Details for each of the six selected records.

As you can probably see, it's a quick and easy method to change the referrer for multiple contacts at one time.  Note: Contact Referred By is a searchable field within Redtail CRM, so you can easily search for all records with a specific referrer.

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