Referrer & Partner Message Visibility

Overview

To help protect client privacy, notes and communications are no longer automatically visible to Referrers and Partners.

When creating a Task, Note, or Message, brokers can now choose whether the item should be shared with the Referrer and/or Partner by selecting the relevant Show to... option before saving.

This ensures only intentionally shared communications are visible in the Referrer or Partner Portal.

How it works

When adding a Task, Note, or Message to a lead:

• If the lead has a Referrer with Portal access, a Show to Referrer checkbox will appear.
• If the lead has an attached Partner, a Show to Partner checkbox will appear.
• If both are attached, both options will be displayed, allowing you to choose who can view the communication.

The checkbox label will display the recipient's name where available, for example:

• Show to Jane Smith
• Show to Johnny Broker

Only items with the corresponding checkbox selected will be visible in the Referrer or Partner Portal.

Visibility by communication type

Note: Emails do not currently include a Show to Referrer or Show to Partner option and are not displayed in either the Referrer or Partner Portal.

Updating visibility

After a Task, Note, or Message has been created, users can still:

• Edit the communication
• Change its visibility to Referrers or Partners
• Hide or unhide it from the Portal
• Delete it (subject to permissions)

Any changes to visibility are reflected in the Referrer and Partner Portal.

Example

If a lead has:

• Referrer: Jane Smith
• Partner: Johnny Broker

When creating a note, you'll see:

☐ Show to Jane Smith

☐ Show to Johnny Broker

You can choose to:

• Share with Jane Smith only
• Share with Johnny Broker only
• Share with both
• Keep the note internal by leaving both options unchecked

Important

The Show to Referrer and Show to Partner options are only displayed when:

• The lead has a Referrer with Portal access, and/or
• The lead has an attached Partner.

If neither exists, no sharing options are shown.

Related Article: Improved Referrer Board Loading Performance