List Referrals for a client on their contact page
Add a feature where we could see all the referrals made by a client via their contact record. This would enable us to see who our greatest referral sources are and keep track of names referred to us.
14
votes
Andrew Gauldin
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!