Mercury Administration: Referral Codes Screen

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(New page: Referral codes are used to explain how a new customer first heard about your store (for example, a newspaper advertisement). By default, the following referral codes are already set up in ...)
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Revision as of 11:28, 15 February 2011

Referral codes are used to explain how a new customer first heard about your store (for example, a newspaper advertisement). By default, the following referral codes are already set up in your system:

  • Friend
  • Newspaper Ad
  • Radio Ad
  • TV Ad
  • Word of Mouth
  • Other
  • None

Accessing the Referral Codes Screen

To access the Referral Codes screen in Mercury Administration:

  1. Launch Mercury Administration.
  2. Double-click Mercury Administration in the explorer pane.
  3. Double-click the System folder.
  4. Click Referral Code. The Referral Codes screen opens.

Adding Referral Codes

To add a referral code:

  1. In Mercury Administration, access the Referral Codes screen.
  2. In the text box, enter the new referral code.
  3. Click Add.
  4. Click Apply to save your changes before exiting this screen.

Removing Referral Codes

To remove a referral code:

  1. In Mercury Administration, access the Referral Codes screen.
  2. In the list of existing referral codes, select the referral code you want to remove.
  3. Click Remove.
  4. Click Apply to save your changes before exiting this screen.
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