Make "Referred By" a Required Field on Client Profiles

Hi there,

You can now require staff to fill in the "Referred By" field when adding or editing a client, so you always capture where your business is coming from.

What's New:

• A new setting, "Make Referred By Required," turns the Referred By field into a mandatory entry on client profiles.

• The requirement applies both in Rentopian and when clients are created or updated through the API.

How to Use It:

• Go to Settings and turn on "Make Referred By Required" under your client settings.

• From then on, adding or editing a client will require the Referred By field to be completed.

Benefits:

• Capture referral sources consistently across your whole team.

• Better data for understanding which channels and partners drive your business.

• No more client records with missing referral information.

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