Overview

You would like to change the Referrer Branch ID on a particular Activity ID.

Solution

Contact CoreTrac Support with the following information:

Process

To change the Referrer ID in the database, please follow the steps below:

Follow the steps in Lookup Missing Referrals article to find the Activity_ID of the relevant referral.
Search for the User_ID and Branch_ID of the referrer who is missing the referrals, by using the following query.
```
SELECT * FROM Users WHERE First_Name='user_first_name' OR Last_Name='user_last_name'
```

Update the Referrer_ID field using the following query.

UPDATE Activity SET Referrer__ID='user_id' AND Referrer_Branch_ID='branch_id' WHERE Activity_ID='owner_entity_id'

Confirmation

Now run the Referrals report from R1 > Reports > Browse, the referrals must be visible under the correct user as per our update.

Email Template

Contact the customer’s SysOps Team (See Accessing CoreTrac Customer Environment article for access to their ResourceOne production environment using a GoToAssist session.

A sample template email can be sent:

Hi SysOps team,

I received a support ticket from <requester> <requester #>.

In order to perform my investigation, I require access to your ResourceOne production environment.

If you have the chance to provide access now, here is the link to our GoToAssist session today:

<GoToAssist link>

Otherwise please schedule our session in my Calendly:

<Calendly link>

Thanks

<Support Agent Name>

Coretrac Support Services