When our accounting department processes referrals, it would be helpful if there was a place to add the additional information needed. I recognize that when you click on Referral Agent, a box pops up where you can type SOME information. Can you please add the following fields to that box:
- A search bar to search Contacts (we have agents who we frequently send referral payments to)
- Referral Company Name
- Referral Company Tax ID
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