Home » Administrating CLIFF » Administration » Application Preferences

Referral Preferences


  • Default Sending Office: Scenario:
    Office A enters a Log and shares it with Office B. Office B subsequently creates a Referral for the Log to another office. If you want the Referral to appear as if it was created by Office A, then select Owner of Log as the default sending office. If the Referral is to appear as being sent by Office B, then select Shared Office as the default sending office.
  • Warn if Referral Due Date is after Log Due Date: CLIFF will not allow you to set a Referral’s
    Due Date to after its Log’s Due Date. If it is, the Referral Due Date is automatically set to the Log’s Due Date. Select this option if you want a message displayed warning the user that the date has been reset.
  • Maintain Audit Trail of deleted Referrals:
    If checked, an Audit Trail record is created for every deleted Referral.