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Applied EPIC: Entering client referral sources.
Under the Account Detail tab, select the paper icon under Relationships > search for the client who made the referral. Once identified, using the down arrow icon, add them to the "selected" section. Set the Type to Referred Account / Referred By > set the Role to Referred By > press the Finish button.
Applied EPIC: How to remove scheduled Reports
Occasionally, you may need to remove or replace a scheduled, nightly report from your Epic Email import. If this is the case, follow the steps below: Step one: Go to Home > Procedures** Step two: Go to Job Management > Jobs. Set Status = Scheduled. Click Find.** !(https://storage.crisp.chat/users/helpdesk/website/92580168-5462-49a9-8e5b-feb23881c07a/4