> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/households/referrals.md).
# Referrals
See who a client has brought to the firm, who those people went on to refer, and log referrals in a sentence.
The **Referrals** card shows a household's referral story: who referred them to you, which clients they've referred since, and who those clients went on to refer. It turns the referral records you already have into a list, a map and a timeline. It also gives you a quick way to log the referrals that were never recorded.
The Referrals card. All names shown are examples.
## Where to find it
Open a **Household**. The card usually sits on the same tab as the **Relationship Value Index (RVI)**. If you can't see it, ask your admin to add it to the household page.
Click **⛶** (top right) to open it full screen. Press **Esc** or click the button again to close it.
## The figures across the top
| Figure | What it means |
| ----------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Referred directly** | Clients this household referred themselves |
| **In total** | Everyone in the chain, including the people their referrals went on to refer. Only shows when **Include who they went on to refer** is on |
| **Referral contribution** | The current annual fees (ex GST) of the referred clients who are still clients. With the switch off this matches the referral part of RVI; with it on it includes onward referrals |
| **Since their last referral** | How long since this household last referred someone. Amber means three years or more |
## List, Map and Timeline
**List** is the everyday view.
* **Referred \[household]** is everyone recorded as having referred this household, labelled by source: **Client**, **COI** or **Team member**.
* **\[Household] referred** lists the clients they referred, newest first, with the people those clients referred indented underneath.
* Click a row to open that household.
**Map** draws the same referrals as a tree: who referred this household at the top, then each generation below. Click a box to open that household.
**Timeline** places each referral on a line from left to right, so you can see when the referrals came in and how long it has been since the last one. Bigger dots mean bigger fees.
The switch **Include who they went on to refer** adds or removes the onward referrals in all three views and in the totals.
{% hint style="info" %}
**Which date is used.** If a referral date was entered, that's the date shown. If there isn't one, the date the household became a client is used instead. Some older referrals carry the date they were imported rather than the real one. When a referral date is months after the household was already a client, the client-since date is used.
{% endhint %}
## Logging referrals
Click **+ Log referrals**.
1. Type or **Dictate** who they referred in plain words, for example *"They referred Wei Ming Tan and the Delacroix family"*. Couples, families and part names are fine.
2. Click **Find them**. Each person or family is matched to a household:
* a clear match is ticked for you;
* if a name matches more than one household, you're asked which one. It never guesses;
* if nothing matches, use **Find a household** to search instead.
3. Add a **Referred on** date if you know it. It's optional.
4. Click **Save**.
You can also skip the sentence and add households one at a time with **Find a household**.
A household already recorded as referred by someone else is flagged. Saving adds this household as another referrer.
Each referral is saved as a successful client referral. It also shows on the referred household's Referrals card, under who referred them.
## Fixing a referral
Every row has an **Edit** button.
* **Change the date:** set or clear **Referred on**, then **Save**.
* **Remove it:** click **Remove referral** and confirm. It comes off both households straight away. It can be restored from the Recycle Bin for 15 days.
* **Wrong household picked:** remove that referral and log the right one.
## Referrals and RVI
The referral part of the **Relationship Value Index** is built from these same records.
* When you save, edit or remove referrals, the RVI card on the same page shows the updated score within a few seconds. It's labelled *worked out just now, saved overnight*.
* The official RVI is saved overnight, and only when something has changed. Reports and list views pick up the new score the next morning.
* Other households' ranks can shift slightly when one household's referrals change. Those update overnight too.
{% hint style="info" %}
RVI is only visible to people your firm has given RVI access. Everyone with the Referrals card can log and fix referrals.
{% endhint %}
## Related
* [Outbound Referrals](/households/outbound-referrals.md) for the people and businesses you refer clients to.
* [External Relationships](/households/external-relationships.md) for a client's accountant, lawyer or broker.
