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Feature Request

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  • Official comment
    Thryv Product Team

    Hi, Jarrod!

    Could you be more specific on what you want linked? Currently, your Thryv houses all information for a client: conversations, tags, invoices, documents..etc..

    For now, if I am understanding, you are wanting a way to track referrals in your CRM. One idea would be to leverage the use of tags. We have a video on how to use tags (& notes) here.

    We may also recommend using an integration with Zapier to be more closely aligned with your goal. You can learn more about Zapier in this article.

     

    Please feel free to comment below with more details and we can always revisit this for you and come up with a solution or see if it's a possible feature request.

     

    Thanks,

    Your Thryv Product Team

     

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