Discussing job updates with referrers using notes and tagging

Press “Notes and Calls” in the job sidebar.

Enter your text in the text area and format it if you need.

Tag the referral partner by entering @ReferralPartner

Press the notes icon to add a quick note or the call icon to log a call. If logging a call another pop up will appear asking you to add some further call details.

The referrer will be sent an email, provided that your referrer email and/or push notification template is activated. The referrer can view the note in the email and reply to it via their account.

What do referrers see?

A referrer can only see notes:

• That they have added to the system
• That you have tagged them in.
• Replies to a parent note that they created or were tagged in.

They cannot see all other job notes that you have left as a team and not tagged the referral partner in.

This note tagging or replying to notes a referrer left enables the referrer to share more details or for you to request more details from your referrer with ease.