Add and edit custom referral types

By default, triConvey features a wide variety of referral types. However, you can add custom referral types to best reflect how referrals impact your business.

Table of Contents

• Getting Started

• Add a new custom referral type
• Edit a custom referral type
• Delete a custom referral type
• Restore a deleted custom referral type
• Access referral types from a matter

Getting Started

Adding and editing the custom referral types is restricted to Firm Owners only.

Add a new custom referral type

1.    Select the gear icon from the top right corner of the triConvey Home Dashboard.

2.    Select Referral Types. 

3.    Enter the name of the new referral type in the designated field and select Add.

4.    Select Save.

The new referral type will now appear in the list of referral types, in alphabetical order.

Edit a custom referral type

1.    Select the gear icon from the top right corner of the triConvey Home Dashboard.

2.    Select Referral Types.

3.    Locate the custom referral type you need to edit and select the pencil icon. 

4.    Save your changes by selecting the tick icon. 

5.    Select Save.

Delete a custom referral type

1.    Select the gear icon from the top right corner of the triConvey Home Dashboard.

2.    Select Referral Types.

3.    Locate the custom referral type you need to delete and select the Delete icon. 

4.    Confirm that you wish to delete the referral type when prompted. 

Tip:  If you delete a referral type that is linked to a matter or lead, it will stay assigned to the matter but be greyed out and in italics.

5.    Select Save.

Restore a deleted custom referral type

Deleting a custom referral type is not permanent. 

1.    Select the gear icon from the top right corner of the triConvey Home Dashboard.

2.    Select Referral Types.

3.    Select the Show deleted referral types checkbox.

4.    Locate the deleted custom referral type from the list. 

Tip:  Deleted referral types will be greyed out and italics.

5.    Select the Restore icon.

6.    Select Save.

Access referral types from a matter

You can quickly access the referral types list from the Matter info window and then selecting the gear icon next to Referral Type.