Referrals in bni app

Mr. Amit Agarwal (AMITH)

November 30, 2017 20:21

Please have seperate logo for inside and outside referral in app. So while viewing slips we can see which are what.

0

• Official comment

  

  Jeremy Walsh

  December 04, 2017 21:02

  Amit - great suggestion! That is also a wonderful way to make it less language dependent  :- )

  We have added this to the list for further consideration - thank you!
• 

  Mr Peter Maskell

  July 19, 2018 14:41

  Few observations/ideas/comments. 

  1. Can you have option to send multiple referrals - we typically email the details across - but used to just put the number being referred on a slip.As I can send multiple leads to a specific solicitor for "conveyancing" 

  2. There should be an option if the referral is me - referring business - as gave card or said yo would contact makes little sense.

  3. Have the ability to drop down my details to contact - it is somewhat laborious to keep entering my details manually into each box for people who know who I am

  4. Allow us to refer them via desktop too 

   

  Thx

  0

Please sign in to leave a comment.