IMPROVE THE APP FOR REFERRALS

Joan Abbott

August 29, 2026 14:30

I often have a single clint (a homeowner) that needs to be referred to many members. I find it unfortunate that I have to re-enter their same info over & over to multiple members like a new submission, rather than there be a way to select multiple members simultaneously.  The other idea would be if after the first submission, there be a prompt that says “Would you like this referral to be sent to another member? Click Here "  then the info could auto-populate, and I could select another member.   In my line of work, (remodeling) my clients could easily need our plumber, electrician, painter, etc… I often don't have the time to retype over & over.    

PLEASE HELP!!!    Make it easier!

1

• Official comment

  

  Jeremy Walsh

  September 25, 2026 15:30

  @joan - Thank you for the suggestion. This is on our master list of feature requests for future discussion and consideration. We will add your request as a “vote” for prioritization. Hope this helps and have a great week! 
• 

  Ms. Marcy Holmes

  November 11, 2026 15:33

  I do appreciate how the address book feature is there to populate the name, email address, and phone number.

  0

Please sign in to leave a comment.