We are pleased to announce that Partner Admin users can now customize the list of referrals sent to parents by adding fields and introductory text. The basic information will remain the same, but you can include as many additional fields as you want. Here's how:
  1. Go to Admin -> Partner Information and click on "Configure Referral List".
  2. To add introductory text above Oliver's Law, add text into the "Intro Text" section.
  3. To add fields to the information about each provider in the referral list, drag fields from the "Available Questions" list to the "Selected Questions" list. You can reorder the "Selected Questions" by dragging the fields up and down.
  4. Click the "Save" button to save both the introductory text and the list of selected questions.
  5. After saving, click the "View Example" button to see a preview of the customized referral list.
These changes will apply to PDF and email-only referral lists sent by both referral counselors and the search widget.