Send email notifications with notes.

Send email notifications with notes.

New Refernet update just released, includes email notifications for Notes.

When you add a note to a referral, you can now automatically notify the other party(s) involved in the referral. This is great to keep them informed, or perhaps to prompt them for an update.

Add your note and you will now see that the users who are involved in the referral can be individually selected to receive an automatic notification of your new note. The email they receive only contains the referral ID, for security and asks them to login to Refernet for an update.

Manage Agency visibility in your network

Manage Agency visibility in your network

We have just released a new development for Refernet. The Exclude function.

We have been listening to our Administrator users, who often want to manage which agencies in their networks, can see which other agencies. Granular control over every agency, and who they can refer to, means that there is never any confusion for users about who they are allowed to refer to. It keeps their list of Agencies shorter and relevant.

We are pleased to announce that this functionality is now available to all Administrators of Refernet systems. More in our knowledge base here >

Citizens Advice Conference 2018

Citizens Advice Conference 2018

Refernet had a busy two days at this year’s conference, meeting dozens of CAs interested in the system.

There was a great deal of interest in the regional supply of Refernet, where more than one CA, particularly in rural areas with low population densities, can share the cost of the service.

We are also delighted to announce the winner of our prize draw, Abi Conway, CEO of Citizens Advice Northumberland who wins a bottle of champagne. We thank Helen Clarke (pictured), Partnership Development Manager at Payplan, who very kindly drew the winning business card.

We’re on show again

We’re on show again

Refernet is delighted to be exhibiting again at the 2018 National Citizens Advice Annual Conference. The conference will be held at Manchester Central, on the 11th and 12th of October.

We look forward to welcoming you at our stand D2 for a live demo of Refernet – where you will also be invited to eat chocolate, and enter our draw for a bottle of Champagne!

Citizens Advice Cumbria and Refernet

Citizens Advice Cumbria and Refernet

We are pleased to welcome our most recent new client, CA Cumbria, who have taken on Refernet for the entire County of Cumbria.

Chief Officer Christine McKinlay has said “We wanted to ensure we had full referral system coverage, county-wide, which could link all our CA’s together. The contract also gives us unlimited Referrals, unlimited Agencies, and unlimited Users – which means we have fixed, known costs for the year – however many referral we make.

In addition to that, Refernet is becoming a system of choice for several funding bids, and we definitely need to be part of that!”

Refernet for Regions & Cities

Refernet for Regions & Cities

Refernet has been making great progress with across the UK, where large cities or counties are using a single Refernet system across all their CABs – sometimes involving up to x10 Citizens Advice Bureaux.

Not only does this make the system highly attractive on a ‘per CAB’ cost, but it means the network can be closely connected by referral activity – and this is good for funding bids too.

The service allows each CAB to access global agencies (that all in the network can access), but also add its own unique local agencies that only they can access. Refernet MD Steve Wheele says “We believe this model opens up access to Refernet at a lower cost, and indeed we have seen a rapid increase in our CAB user-group since its launch.