Sending a Referral to another CLIFF database is as simple as sending a Referral to an Office in your own database.

To Create External Referral

1. Create a new Referral
2. From the list of Offices choose the external Organization (database) you wish to send the Referral to. External Organizations will have a prefix of "X:" to mark it as an eXternal Organization. If there are no External Organizations in your Office list then your instance of CLIFF has not been configured to exchange Logs with other databases.
3. Choose the appropriate Referral action. Note that external Referrals will allow you to set the Referral Due Date past the Log due date.
4. Save the Referral. The saving process may take a few seconds while CLIFF communicates with the other database. CLIFF sends the Log, Referral, and attachments to the other database and waits for confirmation. If CLIFF saves the Referral, it is a confirmation that the external Referral was successfully sent.

Some things to note about external Referrals

• You cannot send an external Referral for Batch Headers.
• If you send an external Referral for a Batch member, CLIFF converts it to a normal Log when it sends it to the external Organization.
• Log Notes are only sent if the Application Preference is set to include them.
• Only Attachments that have been marked as "Allow this attachment to be sent to other CLIFF organizations" will be included.