Removing Outstanding Referrals

Go to the Outstanding Referrals Tab at the bottom of the Shelter Inventory Information. Find the name of the Client who needs to be removed. Click on the Pencil icon to edit the referral. Find the box that says "If Referral Canceled, Reason". Choose the appropriate answer for canceling the referral (ex: Client Not Eligible). After choosing click on Save Referral Information to process. The client should then disappear from the Outstanding Referrals list.

Have more questions? Submit a request


Article is closed for comments.
Powered by Zendesk