Channeltivity's Referral form includes the below standard fields:
- Company
- First Name
- Last Name
- Job Title
- Phone
- Fax
- Website
- Details
- Street Address
- Cty
- Zip/Postal Code
- State/Province
- Country
- Sale Amount
- Commission Amount
Learn more about the Referral module's standard fields here.
You can add additional fields to the form using the instructions listed below:
- Go to Settings > Referrals > Referral Custom Fields.
- Click the Add Field link.
- Name the field and add the description you want Partners to see.
- Select a field type from the drop-down menu.
- Add a Description (optional but recommended).
- Configure the Field's Visibility & Interaction settings: This section allows you to control who can see, edit, or is required to complete the custom field, as well as its availability for integrations. Each column represents a different User type: Internal, Partner & Distributor, and API & Integrations.
For each User type, you can set one of the following interaction levels:
Hidden - The field is not visible to the User (This setting only applies to the Partner & Distributor view; hidden fields remain visible to Internal Users by default)
Visible - The field is visible to the User
Editable - The User can view and modify the field
Required - The User must complete the field before submitting the form - Click OK and repeat until you have added all of your custom fields.
- Click Save to save your changes.