How to update status in Intra-Office Referral?

When the Referral Contact updates the status to "Scheduled Transaction" in Intra-Office Referrals, the "Referral Fee" tab opens, and they can add "Payment Details" as Sending Side.

Once the Referral Contact provides a status update = “Successful Transaction”,

1. If Payment Details are already provided, the “Referral Fee” tab will be open to display read-only information, and the user views the form as the Receiving Side to mark the payment as sent, or to revert the status back to Active.
2. If Payment Details are not yet provided, the “Referral Fee” tab will be open and they can add payment information as the Sending Side