When This Limitation Matters
This limitation becomes relevant when you want to:
Track BD events that generate new relationships with specific referral contacts
Report on campaign effectiveness at the individual contact level
Link individual referral professionals to specific campaigns or events
Create detailed attribution reports connecting campaigns to referral contact interactions
Referral Linking Details
What Can Be Linked
You can link Referral Sources to the Campaigns module as a related field. Referral Sources represent the facilities or organizations you work with for referrals.
What Cannot Be Linked?
You cannot link individual Referral Contacts to the Campaigns module as a related field. Referral Contacts are the specific professionals within referral sources that you communicate with directly.
Alternative Tracking Approaches
If you need to track campaign connections to individual referral contacts, consider these workarounds:
Use Notes or Comments: Document referral contact interactions within campaign records using text fields
Track at Source Level: Link the referral source to campaigns and maintain separate documentation of which contacts were involved
Custom Fields: Create text or lookup fields to manually reference specific referral contacts
💡 Tips & Best Practices
Focus campaign tracking on referral sources rather than individual contacts for system-supported reporting
Maintain consistent documentation practices if using manual tracking methods
Consider the reporting requirements before designing your campaign tracking structure