Hey all, thanks for bearing with me on this one.
I offer referral rewards to clients who refer new clients my way. I’d like to track a) who referred a client and b) who a client has referred. See the screenshot for what I’d like to achieve.
I’d like to make the process a bit simpler by just selecting the “referred by” field, and have the “has referred” field auto-populate with the relationship. So basically, when John tells me that Carl referred him, I want to fill out John’s “referred by” field, and have Carl’s “has referred” field automatically say “John”.
I’ve been fiddling around with this for hours and can’t figure it out even though it seems like it should be simple as dirt. Any clues?
