Ordering A Web Referral Form
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 Referrers.
Example Web Referral Forms
How do I manage Web Referral Forms within the system?
Charitylog has a feature called the Inbound Referral Manager, which allows users to manage the Web Referrals. This means you can Accept, Reject or update an existing record with details of a Web Referral. Click the following link to see an instructional video on Importing web referrals.
