Ideal Online Documentation

14281 T/B MAINTENANCE
TB4-08 Referral Code Maintenance

 

PURPOSE

 

The referral code maintenance program is used to add, modify and delete referral codes. Referral codes enable you to track your client referrals both by number of referrals and the dollar value of billings generated by those referrals.

 

Referral Code Maintenance is accessed from:

  • Time Billing Code Maintenance menu.

 

PROCEDURE

 

Select Referral Code Maintenance from the Time Billing Code Maintenance menu. The referral code maintenance screen displays.

 

REFERRAL CODE MAINTENANCE SCREEN DISPLAY

┌────────────────────────────────────────────────────────────────────────────────┐
│08/10/07                       The Ideal Law Firm                               â”‚
│                           REFERRAL CODE MAINTENANCE                            â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│          REFERRAL CODE       ____                                              â”‚
│                                                                                â”‚
│        1 DESCRIPTION                                                           â”‚
│                                                                                â”‚
│                                           M.T.D.         Y.T.D.         P.T.D. â”‚
│                                  â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€ â”‚
│          BILLINGS                                                              â”‚
│                                                                                â”‚
│          CLIENTS REFERRED                                                      â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

REFERRAL CODE

 

Enter a referral code (up to 4 alpha/numeric characters).

 

To add a new code see ADD A CODE. To view or modify an existing code see MODIFY AN EXISTING CODE.

 

 

[F2] to scan existing referral codes for selection.

 

[F4] to exit to menu.

 

[F5] to display list of referral codes for selection.

 


ADD A CODE

 

If you enter a code which is not defined the following prompt displays.

 

** NOT ON FILE. DO YOU WANT TO ADD ? (ENTER=YES/F2=NO):

 

[Enter] to add a new code.

 

The program will step you through each field (see FIELDS below). Once all fields have been entered, the following prompt is displayed:

 

 

** OK TO UPDATE? (ENTER TO UPDATE; F2 TO MODIFY; F4 TO BYPASS):

 

[Enter] to accept and update.

 

[F2] to modify.

 

See MODIFY AN EXISTING CODE below.

 

 

[F4] to not add the code and return to CODE field.

 

[F2] to not add a new code.

 

You may enter a different NEW code, an existing code or press [F4] to exit.

 

 

 

MODIFY AN EXISTING CODE

 

If you enter an existing code the following prompt is displayed.

 

** ENTER FIELD NUMBER TO MODIFY, ENTER TO CONTINUE, 'D' TO DELETE:

 

Enter the number of the field you wish to modify.

 

[Enter] to clear the display and return to the CODE field.

 

Once you have modified the field data (see FIELDS below) press [Enter]. The following prompt displays.

 

 

** CORRECTION NUMBER (ENTER TO CONTINUE):

 

Enter additional fields to modify.

 

[Enter] when modifications are complete.

 

** OK TO UPDATE? (ENTER=UPDATE; F2 TO MODIFY; F4 TO BYPASS):

 

[Enter] to accept changes and update.

 

The file is updated and you are returned to the CODE field.

 

 

[F2] to make additional modifications.

 

You are returned to the CORRECTION NUMBER prompt above.

 

 

[F4] to cancel changes and return to CODE field.

 

"D" to delete the code.

 

** OK TO DELETE? (Y/N):

 

"Y" to delete the code.

 

"N" to not delete the code.

 

Example Referral Code Maintenance display:

┌────────────────────────────────────────────────────────────────────────────────┐
│01/29/07                          IdeaLaw Ltd.                              TRCM│
│                           REFERRAL CODE MAINTENANCE                            â”‚
│                                                                                â”‚
│                                                                                â”‚
│          REFERRAL CODE       EC                                                â”‚
│                                                                                â”‚
│        1 DESCRIPTION         EXISTING CLIENTS                                  â”‚
│                                                                                â”‚
│                                           M.T.D.         Y.T.D.         P.T.D. â”‚
│                                  â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€â”€ â”‚
│          BILLINGS                     298,000.00     440,806.75     440,806.75 â”‚
│                                                                                â”‚
│          CLIENTS REFERRED                      4              8              8 â”‚
│                                                                                â”‚
│                                                                                â”‚
│** ENTER FIELD NUMBER TO MODIFY; ENTER TO CONTINUE; 'D' TO DELETE:              â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

FIELDS

 

REFERRAL CODE

 

Enter a description (up to 30 characters).

 

This should describe the type of referrals referenced by this code.

 

 

BILLINGS

 

Displays dollar amount of billings generated by clients with this referral code.

 

CLIENTS REFERRED

 

Displays number of clients referenced by this referral code.

 

M.T.D.

 

Displays month to date values.

 

Y.T.D.

 

Displays year to date values.

 

P.T.D.

 

Displays project to date values.