Duplicate Referrals In App

Mrs. Christine ONeal

October 11, 2023 15:23

I have had issues with members putting in referrals more than once.  Is there a way to delete a bad referral or could this be something to incorporate into the app??

0

• Official comment

  

  Jeremy Walsh

  November 17, 2023 16:33

  @christine - you can delete a duplicate referral by just going into the slips feed and clicking the referral (or any slip). You should see a delete icon there.  If it is grayed out then the PALMS would need to be unlocked by your VP before you can delete it.

  Hope this helps!

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