Adding Different Inquiry Sources
Is there a way or will there ever be a way to add your own unique sources or guest types. We get referrals from different owners and it would make it much simpler for reports if we could add our own unique sources such as “so-n-so referral” so we can easily identify on reports who referred who?
Hey there! Yes, you can set your own source on an inquiry. You just go to the renter’s info at the top of the inquiry, and click “edit”. You’ll see a field for “source”, where you can either select an existing one from the drop-down menu, or you can type in a new one.
Keep in mind that each source will now be in the pull-down menu going forward. So, if you get too granular with your sources, the menu (and reports) could become unwieldy, but the more granular you get, the less helpful the info might be as an inquiry source.
Does this answer your question?
Yes it does! Thanks so much!
Great! Moving this thread to the “Get Help Using MyVR” section and tweaking the title so it’s more easily findable by others in the future. Cheers.