Difference between revisions of "Ordering A Web Referral Form"
From Charitylog Manual
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Revision as of 12:01, 22 October 2024
What is a Web Referral Form?
A Web Referral Form, some times called a ‘contact us’ form, is an online form that people can fill out to refer themselves directly to you. This uses the Dizions secure data transfer process to transfer the data submitted by your clients directly to your Charitylog system, allowing users to manage the Web Referrals and removing the need to create the records manually.
A Web Referral Form is not limited to Clients, and can be used for any of your records (excluding Next of Kins), such as Volunteers or Referrer.
