When an individual you are assisting needs a service or resource outside of your organization's abilities you can use the QuickConnect tool to connect them to another organization that can help.
1. Search for an Existing Contact
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Enter the email address of the individual you want to connect.
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Click outside the field or press Tab to trigger a search.
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If a record exists, it will automatically populate, preventing duplicate records and keeping all referrals tied to one consistent client profile.
If no record is found:
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Select “Create Contact.”
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Fill in the required contact information, including name, email, phone number, and military affiliation.
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Double-check for typos, especially in email and phone fields, to ensure successful communication.
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Click “Next” to review the information, then “Confirm” to save the new record.
2. Select the Service Category and Resource
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Choose the appropriate Service Category, such as Career Services, Housing, Financial Assistance, or Mental Wellness.
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Select the specific service within that category, then choose the individual resource or organization providing that support.
3. Add a Quick Note
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In the Quick Note field, provide brief context for the referral.
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Example: “Client is transitioning out of active duty and seeking job placement in Houston.”
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Example: “Family recently relocated and needs local childcare support.”
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Keep the message short but informative, enough to help the receiving organization understand the individual’s needs.
4. Choose Referral Update Preference
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You’ll have the option to receive updates on this referral.
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Selecting “Yes” allows you to receive high-level notifications when the referral status changes (e.g., when the receiving organization closes the connection).
5. Review and Confirm
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After completing all fields, tap “Next.”
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Review the contact details, service category, selected resource, and referral note for accuracy.
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Once everything looks correct, tap “Confirm” to send the referral.
The individual is now successfully connected to the selected organization, and both you and the receiving partner will receive confirmation of the new connection.