Send Details to IFA

📤 Referring a Contact to a Financial Advisor in Acquaint

Acquaint allows you to send a Contact’s details directly to a Financial Advisor as a referral.

🧩 Initial Setup

Before using this feature:

1. Ensure the Financial Advisor is set up as a Contact with the Contact Type set to Financial Advisor

2. Make sure their email address is entered in their Contact record

3. Assign the advisor as the default by navigating to:

   1. File → Configuration → Site/Branch → Defaults → Default Financial Advisor

📬 Sending the Referral

To send a Contact’s details:

1. Open the relevant Contact record

2. Go to the Advanced tab

3. Click Send Details to IFA

4. The Email screen will appear, pre-filled with the Contact’s details

5. Click Send to email the referral to the Financial Advisor

A Note will automatically be added to the Contact’s record to log the referral

📝 Email Template

Acquaint uses a default email template titled Financial Advisor Enquiry Lead to format the referral. This template can be customized via: Marketing Tools → Emails