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.

  

• Click Referral Networks on the left-hand side.

  

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

  

Edit Referral Network Name

• Click Edit for the desired referral network to edit.

  

• Make changes to the name or email template. For assistance with email templates, you can refer to the following article.

  

• Click Save Changes when done.

Edit Contact Information

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

  

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

  

• Make changes for the referral network member.

  

• Click Save Changes when done.