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. 
   
   
6. 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).
     
     
7. In the Configure Tab dialog, use the arrow buttons to move the Referrals tab to the desired position in the tab layout.
8. Click OK to close the Configure Tab dialog. The Referrals tab should now appear on the form in the location you specified.