Manual References

In the absence of an online referencing partners reference can be added manually, here the references are added as Contact records and Acquaint is used to generate letters / emails

How to perform a manual Reference

1. Click the Manual Reference button.

2. In the Referee field select or add the Referee as a Contact. Their Type will automatically be set to Referee.

3. The Response will be set as Pending.

4. Add any Notes.

5. A Reference can be added in the Reference Number field.

• Pending References are displayed as Home Page Reminders

• The Referees details can be included in Letters as Merge Fields