Following on from our recent self-referral development, and in keeping with our ongoing commitment to support our Advice Agency clients through these challenging times, we at Refernet have re-introduced another free upgrade – the ‘Forward a Referral’ function.
This will now make it much easier to pass a referral across to another agency within your system, without having to re-key the information. The audit trail record will record why the referral is being forwarded on – and save valuable time by managing referrals this way.
We will be updating the knowledge base shortly, to include more details on this new feature.