referrals

Ms. Marilyn Stuelke

December 28, 2017 01:09

I would like to check and see if I have all of my referrals I have given out recorded. I only see on the home page my total number of referrals, but not to whom they were given or the date. Any way to do that in this app?

1

• Official comment

  

  Jeremy Walsh

  December 28, 2017 18:41

  @marilyn - if you click on the SLIPS button in the bottom row it will take you to your activity feed.  This will show the last 30 days of activity.  If you are looking for more detail or a longer period of time, please login to the full website at www.bniconnect.com and utilize the reports on the home screen.  Please note - both the reports and the feed will only show the slips submitted in the app or electronically through the website.  If you have previously been only passing paper slips the credit will appear in the statistics but the details will not be in the reports.

  Hope this helps!

Please sign in to leave a comment.