Notifications for TYFCB

Miss Dina Zaitman

July 27, 2021 14:08

It seems in BNi Connect we are unable to see who has submitted a TYFCB. We are also never notified even by email of this occurrence. This seems to be a massive issue for people. 

We must be notified of a TYFCB.

This is especially important when you are referring business to other chapters. You don't ever hear what they say in their "I Have" section so there is no way to know if your referral panned out.

Please add this feature!!! I want to be able to track my success as a GIVER as well as a RECEIVER.  

in addition sometimes people forget to put them in. It would be a great prompt if we could search through our email notifications to check this. This seems to be a very simple change and WOULD NOT cause any privacy issues.  We don't have to see the $ amount, but we would like to know if the referral was successful. 

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• Official comment

  

  Jeremy Walsh

  July 30, 2021 15:44

  @dina - Happy Friday!  It is not possible to show notifications or the originator of the thank you for closed business due to privacy.  Dr. Misner has a great explanation as part of this podcast if you have a few minutes to review it.

  https://www.bnipodcast.com/2021/04/07/episode-701-referral-tracking-on-bni-connect/

  Hope this helps!
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  Mr. Erik Major

  August 12, 2021 02:24

  You should be able to see the status of the referral in the "review my referrals" section. This is even now in the app.

  Yes the member you refer needs to update this but it is there for you to see status.

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