Summary

All Gingr apps come with the "How Did You Hear About Us?" Referral Sources drop-down field on the owner form. It is a system field that ties to the Customer Sources Report. Gingr sets up commonly used options for you. You can edit and customize them.

Before You Begin

Only users with Admin permissions can manage Referral Sources.

Steps

Go to Admin » Referral Sources. From here, you can add, edit, enable or disable, and delete referral sources.

Add Referral Sources

1. Select the blue +Add button at the top right.

   

2. Enter the name of the referral source. It shows as an option on the owner registration form.
3. To add more, select Save And Add Another. If you are done, select Save.

Edit Existing Referral Sources

1. Select the pencil icon next to the item.

   

2. Make your changes and save.

Important: Edits to an entry update any owner profile that already has this option selected.

Disable or Enable Referral Sources

Use the Status toggle to disable an active referral source or enable an inactive one. You can do this from the list or by selecting the pencil icon to edit.

Important: Disabled sources are hidden on an owner profile and do not show in the drop-down.

Delete Referral Sources

1. Check the box under the Actions column next to the source to delete. When at least one box is checked, a red "Delete (x) Item(s)" button shows.
2. Select Delete to remove the referral source.

   

Important: If you delete a Referral Source, Gingr removes it from all Owner Profiles that selected it. You cannot recover it.

Related Articles

• Customer Sources Report Reference
• Set Up the Owner Form How-To
• Forms Toolbox Field Guide How-To