Adding a new category to the 'Referred By' list
Posted by Sinclair Hughes on 27 August 2025 10:37 AM

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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