How To Change Referred By Selections (DASH)

This guide provides essential instructions for administrators to customize the "Referred By" selections in the DASH system, enhancing the relevance of dropdown options for claims and job entries. By following the steps outlined, users can tailor these settings to include specific types, ensuring franchisees have appropriate permissions where necessary. This customization can lead to improved data accuracy and streamlined operations.

Yesi Garcia
6 steps
18 seconds

If you are unable to see this customization, reach out to your Corporate Administrator or support at 1 866 769 7855

DASH

Hover over Administration and click Administration (Or just click Administration header)

Scroll down and you are able to select what options to show for referred by in Claims.

Scroll down and you are able to select what options to show for referred by in Jobs.

Make sure to scroll back up and save for changes to persist.

You can view customer, employee, marketing campaigns, and company referred by options here in the create claim page.

You can view customer, employee, marketing campaigns, and company referred by options here in the create job page.