Click the People tab in your lefthand navigation menu.
Open the List of Participants
Locate the participant in your List of Participants
There are several tools to navigate your list of participants.
You can type a whole or partial name into the search bar. The list will filter down as you type to match your search criteria.
You can scroll down the list to find the name. By default, 25 participant records will appear on one page. At the bottom right, use the menu to change how many participant records are displayed per page, and use the arrows to navigate through different sections.
Click the pencil icon to open the participant’s record.
Navigate to the Referrals tab of the participant’s record.
Click Add Referral +.
The first step in adding a new referral is determining whether it is relevant to one Participant or more than one. Click in the Add referrals for drop-down field to see if the Participant is part of a Relationship Group.
If yes, the other members of the group will appear. By default, the Participant record you are in will have the box checked next to their name. If the referral you are adding is also relevant to other members, check the box(es) next to their name(s).
Then fill out the referral form. Be sure to indicate in the Notes section if the referral is for another person in the Relationship Group so the Partner receiving this referral fully understands what is being requested. Note the note length limit is 2000 characters.
Anything marked with a red asterisk is a required field. The form can only be submitted once all required fields are complete. Click Save to complete the referral.
Deleting a Referral
To delete a referral, click the trashcan to the right of the referral summary. Follow the prompts to confirm the deletion.