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The Attachments tab lists any files relevant to the Referral Requests record.
Comments Tab
The Comments tab stores all any comments relevant to the referral request.
General Tab
Company
The name of the company requesting the referral.
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This tab displays the Topic Code selections for this referral request. When Status is Pending and Qualification Mode is Open, then Aptify automatically identifies suitable vendors for the referral on the Vendors tab by matching Topic Codes between the two records. See Creating Referral Requests for details.
Note that a Topic Codes tab does not appear on the Referral Requests form by default so you may need to add it manually. See Configuring Referral Requests for more information.
For information on creating Topic Codes and selecting them on a form, see the Topic Codes Managing Topic Codes chapter in the Aptify Customer/Member Management Guide.
Vendors Tab
The Vendors tab lists all vendors associated with the referral request. See About the Vendors Form for Opportunities.