In depth client tracking for Referrals to see individuals who have and have not signed up

Is there a way or system to allow one of our big partners to track individual clients by name and see what there status is through infusionsoft?

Hi Bryson, just to make sure I am on the right track is the partner you want to share the status with a User in your app?

Yes, they would like to see notes and ETC… Just so they can know what we have done with that client.

Got it. There are a couple of options. They can use the Tasks under Black bar> House > Tasks

They can create a Dashboard Widget using the Admin Reports > Task Note Reports

To create a Dashboard widget run the Search (with the criteria you want displayed on the dashboard) and then click Save and check the “Add to search to User Home”