Referral Networks: View Referral Network Contact Log

  • All configurations to Referral Networks are done from the "Referral Networks" sub-menu found under Administration. To begin, click Administration from the menu bar.

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  • Click Referral Networks on the left-hand side.

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  • When you arrive, you will see previously created Referral Networks, if any.

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For a Single Referral Network

  1. Click View Contact Log for the desired referral network.

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  2. A new pop-up will appear. Select a date range and click Refresh Log.

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  3. When done click Close.

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For an Individual Referral Network Member

  1. Click List Members for the desired network.

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  2. Find the desired contact and click View Log for that contact.

    Referral_Networks_-_List_Members_-_05.png

  3. A new pop-up will appear. Select a date range and click Refresh Log.

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  4. When done, click Close.

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