How can I easily provide referrals AND notify my members when I've given out information referring them to others?

There is a special selection called eReferral that will accomplish both of your requests PLUS record the referral in the communication history of your member so it can be referenced at any time - - especially to use as incentive when membership renewals are being solicited.

eReferral is found multiple places in the software so that it can be accessed conveniently while working in the Members, Events, Communication, and Info Request modules.

See the EReferral page for more information.