Embedded Files
If you need to refer a client to a preferred Referral Partner, here's how to do it.
First, ensure you have requested the TAP Team to enable the referral partners you want to access.
1. Go to your Client File.
2. On the right-hand side of the page, locate the encircled arrowhead pointing to the right and click on it; this will display the Activity Timeline.
3. Within the Activity Timeline, click on the icon of a person with an arrow.
4. A pop-up window will appear, featuring a dropdown menu that lists the Referral Partners currently enabled for your account. If a Referral Partner you need is not listed, please submit a request to the TAP Team.
5. Choose the appropriate Referral Partner from the menu.
Report abuse