Knowledge Base

Referrals User Guide

Last Updated: Dec 07, 2018 12:33PM GMT
Referrals User Guide

Attached to this article, you will find a helpful user guide to assist you with using the Referrals Module on the Riliance system.
 
The Referrals Module will act as a central location for firms to record and store all of their referral arrangements.

Users with access to the Referral Module will be able to add details of the referral and monitor its ongoing status by setting and completing tasks to review the referral.

The Referrals Module also has a Reporting Suite allowing you to review your entire register of referral arrangements and produce useful Management Information.

Additionally, Riliance are happy to produce bespoke reports to review more specific Management Information. If you would like to request a bespoke report, please contact us at Riliance using the details below and we will be happy to discuss.

If you have any questions at all, or would like any further assistance with recording an arrangement, please do not hesitate to contact our Client Services Team on 01829731200. Or alternatively, you can email us at clientservices@riliance.co.uk
 
To download the guide, please click the attached document named ‘Referral Arrangement Guide’ below.

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