Create a Referral
Sessions can be created for a number of different activities in your database. The Session may be related to Financial Counselling,...
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Contacts and Referrals
These articles cover the use of the Contacts module, as well as outgoing referrals.
The Contacts module allows you to record the details of external business, agencies and service providers. Referrals allow you to record referrals made to these contacts as part of your client interactions within various modules.