The People I'm Helping dashboard (previously called the Outbound Referrals dashboard) allows you to view more context about the people you’re helping and about the programs you’re referring them to.
1. To get there, click the “Referrals” tab and select “Outbound Referrals.”
2. Select the folder that you'd like to view by clicking on the folder name, or type in the name of the person you're helping in the search box.
3. View helpful context about that person's referral history, notes, and contact information.
4. To see more information about a specific referral, click the drop down arrow on the right hand side.
To add specific notes about that referral, select "ADD NOTE."