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Tracking referrals

Question asked by EP on Jan 6, 2013
Latest reply on Jan 6, 2013 by philmodjunk


Tracking referrals


     Let's say you have a solution that allows you to generate invoices.  On these invoices, users enter the referral source into a field (the person who referred the client to the business).  These referral sources are part of the contacts table that the marketing team uses (users have the ability to search for the contact and create a new contact if not found).  How could I develop a way to track referrals? I was thinking of a separate table, but since it is one field on the onvoice, I am considering portal filtering by contact name in each contacts record.  Not the best way to go, as I rather link it by serial, but can't figure out the relationships and scripting for this one.