Referral Address Display

Samantha Westfall

March 05, 2026 06:57

When updating the status of Slips/Received Referrals, the referrals are listed with the date, the name of the referral giver, and the customer’s name. For Members who receive many referrals (especially tradespeople), it can be difficult to distinguish between cases when only the customer’s name is shown. It would be very helpful if the address could also be displayed. As it is now, they often have to open each individual referral (one at a time) to see the details. When they exit again, they are returned to the top of the list, and when there are many referrals, this results in a lot of scrolling.

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• Official comment

  

  Jeremy Walsh

  March 06, 2026 16:15

  Thank you so much!  This is a great suggestion and we have passed it on to the product team for further consideration in a future release.
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  Mr Shawn Gallman

  March 05, 2026 20:23

  Agreed. Would be great if you returned to the list in the same spot you originally selected the slip 

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