Brett L Malofsky posted 5 months ago in Feature Request

Entering New Referrals - Recipient Entry

While it would be nice if all people passing referrals entered them into ChamberForge, not all of them are doing so. Similar to you adding in that both parties can now enter the $ for a referral, it would be nice if I can enter referrals that I have received. For example, I frequently am making $ on a referral that has been passed to me, but the member passing the referral never entered it into ChamberForge. I would like to, as the recipient of that referral, be able to enter it into the system. Thank you!
Seong Bae wrote 5 months ago
Hi Brett, Thank you for the feature suggestion. That seems like a good idea to keep track of referrals with those who don't enter referrals. We will add it to our product roadmap. Seong
Brett L Malofsky wrote 5 months ago
Thanks Seong! I look forward to that one.
Seong Bae wrote 5 months ago
Hi Brett, When you create a referral, you should now see From and To fields. You can now add referrals received. Please give it a try and let me know what you think. Seong
Brett L Malofsky wrote 5 months ago
Awesome, thanks Seong! I just put one in that was a referral TO me and it worked great. It autopopulated my name in the From field, but let me change it, so it is perfect. Thanks! Brett

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