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Referrals

TaxDivaTaxDiva Posts: 65 ✭✭✭

When I set up a new client I like the referral feature where we can say what client referred them.

When I email the new client or notify them it also wants to email the person that referred them. One client I tried to email it had the person who referred them email popping up.I can also click on their name & it will take me to their portal. We don't want clients to have access to other clients information. I don't want put a clients name at all if that is going to happen. Any solution?

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