Receive and Edit a Referral

Find and receive an incoming referral.

Published:

Last update:

Category

Needs & Referrals

  1. Select the Referrals from the site map or your home page cards. 

  2. View Incoming and Outgoing referrals.

  3. Adjust your queue display by opting to hide anonymous referrals, show referrals directed at you sepcifically, or by using the filters to refine the queue 

  4. Select the referral you want to view, edit or close 

  5. Select how you are interacting with this community member 

  6. Adjust the status and leave a note

  7. If this need has been serviced completely, adjust the status of the need and leave a note as well.

247 Cayuga Rd
Buffalo, NY 14224

We close the communication gaps by developing and reporting community and individual measures while also educating data owners regarding data literacy, technology accesibility, and financial stability.

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