Seong Bae posted 3 months ago in Announcement

Groups can now add referrals on behalf of members

I wanted to let you know that you can now add referrals on behalf of your members.

When you add a referral, you will now see "I am entering on behalf of my group members" option under the Type dropdown. Once selected, you will be able to choose From and To from member listing.

This feature is only available to members who have the Manager or Organizer access within their group.

When you add a referral for your members, it will display "This referral was added by [your name]" to indicate that it was added on behalf of members.

This new feature will be helpful when you have members who do not add referrals to ChamberForge and you still want to keep track of their activities.

Documentation has been updated with how to instructions: https://www.chamberforge.com/docs/3.0/referral#add-referral-behalf

Please let me know if you have any questions.

Seong

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