Once you enter a referral you are able to modify where updates are sent yourself.

You can modify the Reporting Contacts listed on your referrals by using the quick action toolbar or locating the Relationships tab and clicking add relationship.

You will be prompted to Add Relationship, select the type of Role you need to add and then select the appropriate Contact from the drop down list provided.

Once you have made your Contact selection click the Add button.

If you need to add a contact that is not available on the drop down list please submit a new contact request to Customer Success.

Please note that your request may require approval from an authorised representative at your company. If this is the case, we will notify you of this requirement.