Notes

Mrs. Vanessa Sanchez

May 12, 2017 19:26

I would like to be able to add notes to my referrals received. Like "called, was busy, call again on Tuesday"

1

• Official comment

  

  Jeremy Walsh

  May 16, 2017 17:53

  Vanessa,

  This is currently able to be done in the full web experience through the referral tracking sheet:
  https://bniconnect.zendesk.com/hc/en-us/articles/219067607-Referral-Tracking-Sheet 

  We have some similar requests to add this type of functionality in the app and think it would be helpful to be able to follow up on the referrals as well!  Thanks so much for the suggestion, we have it "on the list" for future prioritization!

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