"Referred By" Column on the Clients List

Hi there,

Understanding where your clients are coming from is now built right into the Clients list. A new "Referred By" column shows each client's referral source at a glance — and it's included in exports too.

What's New:

- A new Referred By column now appears on the Clients list

- Shows the referral source for each client directly in the list view

- The field is included when exporting the client list

- Search and filtering work with this field as well

How to Use It:

- Go to Clients > List

- The Referred By column is visible in the table

- Use the search or export to filter and analyze referral sources across your client base

Benefits:

- Quickly see which clients came through referrals without opening each profile

- Export referral data for marketing and business development analysis

- Better visibility into how your client base is growing

If you have any questions, please reach out to our team through the chat or by emailing [email protected].