Mobile app Referral slips

Mr Geoff Seton

September 18, 2017 04:47

The need to fill in all the fields can be a problem. You may only have a name and number and you cannot submit until all fields are completed. This can be a problem as you have to create something to submit the email slowing the referral process up to a point where several of our members are no longer using the app and have reverted to the paper slips.

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• Official comment

  

  Jeremy Walsh

  September 28, 2017 18:34

  @geoff - in addition to Allan's comment they will be working at the country level to designate which fields are required and which are the optional fields.  Hope this helps!
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  Mr. Allan Lau

  September 18, 2017 05:02

  Hi Geoff,

  The fields that are required are Member (To:), Type (Inside/Outside), Referral Status (Call/Card), Referral (Name) & Number (Phone). Email & Comment are optional. Most of those are clickable, unless the client's contact is not in your phonebook.

  Hope this help.

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  Mr Lutz Böhmer

  October 02, 2017 11:34

  Hi.

  When giving an internal referral,  the referral status options do not apply. I think the referral status should not be required for an internal referral or there should be an more applicable option for the internal referral.

  Otherwise Great app, Thank you.

   

   

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