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eReferral Report
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Associations may need to go back and review the referrals they have passed on to their members over a period. The eReferral Report [Beta] was designed to do just that. Video (0:58) – How to find this information on a member’s account

  1. Go to Reports.
  2. Search the word eReferral.
  3. Locate and open the eReferral Report [Beta].
  4. Make sure you set your date range and refresh the report.

 

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