Reference Request - Follow Up Action
Right now when doing a reference request follow up on the to do list you are not able to do this for referees that are not a existing contact in Firefish. This is because the follow up is a contact action and without the contact record the action can't be assigned to any record.
We would be looking to change this to allow us to be able to follow up on references regardless of whether they are a contact or not. This is because not always will you want references from candidates to be contact in our database as they wont always be with businesses in our industry.
gareth.peters
shared this idea
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gareth.peters
commented
The ability to have a specific bulk email template for chasing references would be the ideal scenario. It would, of course, include the reference request form. One click would then chase all outstanding references.