Content
Referral and Address Book integrations
Release date:
Jan 14, 2025
You can now search Address Book contacts and add them as Organisation or Professional referrers in the referral form, create new referrers directly from the form, sync updates between Address Book and referrals, display an icon for linked referrers in the referral list, and track linking/unlinking actions in the history log.
Allow to search for Address Book contacts and add as Organisation or Professional referrer in referral form
Allow to add as new referrer in Address Book from referral form
Any updates to Address Book referrer will be synced with referral
Show icon if referrer linked with Address Book in referral list
Add history log for linking/unlinking Address Book entries.
