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Setting up the Address Book in Application (Active)
Setting up the Address Book in Application (Active)

How to add third-party referral addresses to Active Applications

Laura Montgomery-Hurrell avatar
Written by Laura Montgomery-Hurrell
Updated over a week ago

Applications > Setup > Address Book

When checking an application, you may want to refer it to a third-party, such as an academic, who does not have a CRM Login. If it's someone you contact regularly, you can set them up in this address book for easier access when referring an application.

To learn about Referring Applications, please see this article: How can I send an application to a colleague outside the Platform for review?

Setting up a new Third Party's Details

To set up a new Third Party, simply click the Plus Icon on the right, then fill out their details.

To edit, click the edit pencil icon against their details and edit as required.

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