Knowledgebase: Technical, Configuration and Devices > Miscellaneous
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Adding a new category to the 'Referred By' list
Posted by Sinclair Hughes on 27 August 2025 10:37 AM
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To add a new Category option (e.g. Nurse Practitioner) in the 'Referred-By' list, you need to add a new Contact Category in Setup > Contacts. Then add or modify the nurse practitioner's entry to be linked to that new category. The category will then appear in the selection list | |
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