Referral

Mr. Peter Dizdar

August 07, 2019 14:13

When inputting referrals the app is requiring an email. Most times, I get the phone number and share that. Can we remove the requirement for this.

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• Official comment

  

  Jeremy Walsh

  August 08, 2019 18:27

  @peter - @dave is correct  :- ) the only REQUIRED fields are the Status, Name and Phone number.  We will further look into ways to denote these as mandatory.  Hope this helps!
• 

  Mr. Dave Barker

  August 07, 2019 19:11

  When I create a referral in either BNI Connect or in the app, the only contact information fields that are required are Referral Name and Phone Number.

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