Brett L Malofsky posted 3 months ago in Feature Request
Referrals Not Able to Be EditedHey Seong,
So I remember a while ago that changes to referrals were kind of "locked out" after a certain period of time. Can that be undone or something? Sometimes referrals can take months or even years to close and I am unable to go in and update ones that have finally closed. I can't change them to Won, I can't enter money earned, etc. Not sure why you would ever want to make changes not be possible as some referrals can also stay open for years. For example, a referral to a massage therapist may continue to earn income for the massage therapist for quite a while. Thank you so much for your time and constant attention to our requests!
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