TYFCB Notification

Mrs. Barb Wilson

January 05, 2020 20:58

Question/suggestion....Is there a way to set up when someone enters a TYFCB, an alert could be sent to the person receiving it? Doesn't have to include amount but something like...Tom submitted a TYFCB for you. We get a notice with referral info and when a 1-2-1 is submitted. As we work to improve TYFCB reporting, it would be helpful, especially for cross chapter, to be able to follow up. A member reached out last week trying to figure out who had submitted TYFCB for over $3 million to him. It was wrong and he wanted to get it fixed. He didn't know who sent it or where to begin in his search as he works with so many members in the region. If he had received a notice, he could have easily followed up. Just a thought if it can be done. Thank you for your time :-)

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• Official comment

  

  Jeremy Walsh

  January 10, 2020 19:27

  @barb - thank you so much for the suggestion!  This is definitely on our  master list of feature requests for future discussion and consideration.  Hope this helps and have a great weekend!

  Here is an explanation of why it isn't done now.

  The TYFCB slips online was modeled directly inline with the official paper slips program in BNI. In the paper version, the TYFCB is an anonymous entry (for many reasons, some of them for client confidentiality).

  From the BNI Slips document (http://support.bniconnect.com/entries/40561363-BNI-Slips-Program-Overview):
  Note: By assigning this amount to the person who gave the referral resulting in the business, this 
  will preserve confidentiality of each individual’s income. In addition, this will show each member’s value as a “referral giver” to the other members of the chapter.

  Although a notification and\or seeing both sides of the transaction may be desired by some, it could be "illegal" for others. Most notably this could cause doctors, lawyers and other professionals to not be able to participate in the TYFCB process.

  In the meantime, the best way to make another member aware is by letting them know and, if there is mutual agreement, announcing it during the "I have" portion of the meeting.

  Hope this helps!
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  David Pancrazi

  December 18, 2020 08:24

  Is there any update on this? We all have trouble tracking the referrals given and this would help a lot as well as a detailed historical report (maybe private?) of who gave us tyfcb tboth for checking correctness and for follow up.

  Thanks!

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  Jeremy Walsh

  December 21, 2020 20:29

  @david - just a follow up that we are in the process of the early stages of a referral tracking program.  It won't fully be able to do TYFCB notification but may come closer with the ability to proactively track the progress of referrals. Stay tuned - great things are on the way in 2021!

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  David Pancrazi

  December 23, 2020 09:05

  Hi Jeremy, this is good news, thank you. And btw, full tracking from source to end is for me more important than notification, everything is already announced during the meeting.

  If you need a tester...

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