Home → Records → Referrals page → Overview
11.1. Overview
The Referrals page allows you to record and track referrals made for a Primary Record.
Each referral entry keeps key details together so your team can easily review, follow up, report on referral activity, and showcase additional value to clients.
What you can capture
For every referral, you can log:
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Who Made the Referral – The staff member who initiated the referral.
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Referred To – The organisation the client was referred to.
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Contact Referred – The contact referred to the Referred To organisation.
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Referral Date – The date the referral was made.
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Reason for Referral – Why the referral was made.
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This field is pre-filled with common options, but you can edit or add to it so it better reflects your organisation's needs.
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Referral Channel – How the referral was made.
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This field is pre-filled with common options, but you can edit or add to it so it better reflects your organisation's needs.
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Notes – Any extra information that may help when following up or reviewing the referral.