Adding the Referrals Tab to Referral Requests

If you are responsible for managing referral requests and then creating referrals, you may find it useful to add a tab to the Referral Requests form that displays the Referrals records linked to it. This can simplify the process for creating new referrals (for example, a new referral opened from a referral request automatically links to that referral request).
Follow these steps to add a Referrals tab to the Referral Requests form:

1. Open a new or existing record in the Referral Requests service (located in the Sales Force Automation application).
2. Right-click in the tab area and select Configure from the pop-up menu.
3. Within the Configure Tab dialog, click the Add Parts… button to open the Select Part dialog.
4. Select the Referral Request Related Service Tabs category in the left side of the Select Part dialog.
5. Select the Referrals part in the right side of the Select Part dialog.

Referrals Part

1. 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).

1. In the Configure Tab dialog, use the arrow buttons to move the Referrals tab to the desired position in the tab layout.
2. Click OK to close the Configure Tab dialog. The Referrals tab should now appear on the form in the location you specified.

Referrals Tab Added
Adding Referrals and Referral Requests Tabs to the Opportunities Form
This doesn't really seem to work – new tabs keep disappearing.***
If the sales process frequently involves referral requests and referrals, you may find it useful to add links to these services to the Opportunities form. This can simplify the process for creating new referral requests and/or referrals (for example, a new referral request opened from an opportunity automatically links to that opportunity).
Follow these steps to add a Referral Requests and a Referrals tab to the Opportunities form:

1. Open a new or existing record in the Opportunities 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 Opportunities Related Service Tabs category in the left side of the Select Part dialog.
• Select the Referral Requests part in the right side of the Select Part dialog to add a Referral Requests tab. Or, select the Referrals part to add a Referrals tab. (To add both, add one first and then repeat these steps to add the second one.)
• Referral Requests Part

• Click OK.
• If you are 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 tab to the desired position in the tab layout.
• Click OK to close the Configure Tab dialog. The tab you selected should now appear on the form in the location you specified.