Ideas

Referral Reporting

We would like to be able to pull the names of all the people that were referred by one of our contacts. When we try to search, it only pulls her name and record and not the people associated with her. It would be nice to be able to pull a list of referrals from a specific person.

  • Guest
  • Jun 29 2018
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  • Guest commented
    September 13, 2018 22:06

    Listing the number of referrals across Clockwork would be beneficial. Right now you cannot see this information in Clockwork comprehensively.

  • Guest commented
    June 30, 2018 00:48

    You can also look at the Relationships tab of the referring contact to see all of the people they have referred.