An Informal Reference is an opinion from a Source about a Candidate. It is not a formal reference but contextual or indirect knowledge about the Candidate.
To Add an Informal Reference on a Candidate:
1.Open a Project Source tab.
2.Add a Source name to the Sources list.
3.Select the Source name.
4.Right-click and select the Informal Reference option.
5.Find and select a Candidate's name.
6.Enter Informal Reference Notes.
7.Click Save.
8.An Activity History record with type=Informal Reference is added, with links to the Project, the Source and the Candidate.
Example: Capture Informal Reference notes from the Source tab of a Project
Example: List of Informal References from a Source
