News

Update Q4/21 We've recently added some new features to Refernet which means that the way in which you interact with certain areas of the system has changed.  Two-factor authentication Two-factor authentication is an extra layer of security used to make sure that...

New visual charts have been added to your homepage, alongside the Referrals listing pages. This will visually show you the ebb and flow of your agencies natural referral workflow.With the upcoming release, we’ve changed the reporting area in Refernet to provide a more granular export feature allowing you to export specific datasets and digest them in your own programs – such as Excel.

Due to a significant increase in the use of Refernet during Covid, we are rolling out a new Search capability for all our users. Search results will now happen instantaneously as you type your criteria into the Search field, results are displayed as you type.

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.

Advice agencies who have Refernet can add a suitable link to their own websites, allowing the public to ‘Self Refer’ securely into their Refernet system, helping to reduce telephone traffic during this difficult time.

Refernet has a new, quicker method for referral. The new ‘Make a referral’ tab gives immediate access to your favourites, or to the list of all Agencies in the system.

We are delighted to announce that the winner of our prize draw for a bottle of Champagne at the Citizens Advice Conference 2019, is Sam Scotchbrook.

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…

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.