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Manage Referrals update

Better manage and organise client referrals

Updated over a week ago

You might have noticed that our Manage Referrals feature has a new look and some cool new functions! Let's learn about them below.

This article includes:

Storing details and attaching files

As well as capturing and storing referral details, you can now attach files and/or images to a referral using drag and drop.

You can set a referral status for the better management and organisation of referrals and add notes (which are now easily visible to you!)

Including referral notes in the invoice

The notes added in the referral via client file can now be seen in the invoice while adding the referral to that invoice.

The referral can be entered in the invoice via the Allocate to referral drop-down.

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