tracking incoming referrals

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Marketa Pospisil

Requester

If I have incoming referrals / commissions coming in, is there a better way to keep track of them other than creating a full transaction where most field don't apply and then it counts as a real transaction vs just a referral in reporting, but we also need it in the total income report... would be nice to have it somehow separated or filtered... there is a space for outgoing referrals which makes sense since it's my transaction, but not really for incoming.... Any info and advice would be appreciated in case I'm missing something... 

And I am a PB ... 

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SkySlope Support posted about 1 month ago Admin

Created By Dana Santerre

Requester

Agree! There has to be a better way to handle this situation.

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SkySlope Support posted about 1 month ago Admin

Created By Tanya Peterson

Requester

following

 

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