Referral Networks: Edit Referral Network & Referral Network Contacts

Editing a referral network and/or referral network contact allows you to keep an up-to-date list

  • 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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Edit Referral Network Name

  • Click Edit for the desired referral network to edit.

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  • Make changes to the name or email template.

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  • Click Save Changes when done.

Edit Contact Information

  • Click List Members for the desired network to edit contacts.

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  • Find the desired contact and click Edit for that contact.

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  • Make changes for the referral network member.

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  • Click Save Changes when done.
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