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Follow these steps to add a Referrals tab to the Referral Requests form:
- Open a new or existing record in the Referral Requests service (located in the Sales Force Automation application).
- Right-click in the tab area and select Configure from the pop-up menu.
- Within the Configure Tab dialog, click the Add Parts… button to open the Select Part dialog.
- Select the Referral Request Related Service Tabs category in the left side of the Select Part dialog.
- Select the Referrals part in the right side of the Select Part dialog.
- Click OK.
- If you are a system administrator in Aptify, the system may prompt you to decide if this change should apply just to your user or to all users (i.e., a - global change).
- If you are a system administrator in Aptify, the system may prompt you to decide if this change should apply just to your user or to all users (i.e., a - global change).
- In the Configure Tab dialog, use the arrow buttons to move the Referrals tab to the desired position in the tab layout.
- Click OK to close the Configure Tab dialog. The Referrals tab should now appear on the form in the location you specified.
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