View Member's Referrals for Past 12 Months

View Existing Referrals
How can I see how many referrals a member has received in the past 12 months?

There are Web referrals which are recorded automatically when someone visits the member directory, and there are phone or walk-in referrals which may be documented by your organization by using the Front Desk feature or opening the member's profile and manually entering it. These referrals can be viewed in a report at any time and sent to the member if desired.

1. Search for and open the member's profile, using either the Quick Search on the left of your screen or the Profile Selector.

2. Scroll down to the Referrals panel.

3. Click the View Value Report button.

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