You would like to change the Referrer Branch ID on a particular Activity ID.
Contact CoreTrac Support with the following information:
- Original Referrer_Branch_ID
- New Referrer_Branch_ID
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_IDof the relevant referral.
- Search for the
Branch_IDof 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_IDfield using the following query.
UPDATE Activity SET Referrer__ID='user_id' AND Referrer_Branch_ID='branch_id' WHERE Activity_ID='owner_entity_id'
Now run the Referrals report from R1 > Reports > Browse, the referrals must be visible under the correct user as per our update.
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:
Otherwise please schedule our session in my Calendly:
<Support Agent Name>
Coretrac Support Services