Referrals

Tracks members introduced by existing members, recording the referrer, the new member and any referral reward or status. Referral programmes are a core low-cost acquisition channel for SACCOs, and this screen lets the institution attribute new joiners and manage incentive payouts.

Workflow

Open Operations then Referrals
Click New and select the referring member and the referred prospect
Track the referral status from lead through to converted member
Mark rewards as earned or paid once the referred member is active
Analyse top referrers via the graph and pivot views

Fields reference

Every field on this screen, drawn from the live data model.

Field	Type	Required	Description
Min Savings for Bonus `min_savings_for_bonus`	Decimal	—	Minimum savings the new member must make for referrer to get bonus
Min Days for Bonus `min_membership_days_for_bonus`	Number	—	Minimum days the new member must remain active
Referred By `referrer_id`	Link → mfi.member	Yes	Referred By
Prospect Name `prospect_name`	Text	Yes	Prospect Name
Mobile `prospect_mobile`	Text	Yes	Mobile
Referral Date `referral_date`	Date	Yes	Referral Date
Has Message `has_message`	Yes/No	—	Has Message
Reference `name`	Text	—	Reference
Referral Code `referrer_code`	Text	—	Referral Code
New Member `referred_member_id`	Link → mfi.member	—	New Member
Email `prospect_email`	Text	—	Email
ID Number `prospect_id_number`	Text	—	ID Number
Status `state`	Choice: Pending, Contacted, Applied, Approved, Rejected, Bonus Pending, Bonus Paid, Expired	—	Status
First Contact Date `contact_date`	Date	—	First Contact Date
Application Date `application_date`	Date	—	Application Date
Approval Date `approval_date`	Date	—	Approval Date
Expiry Date `expiry_date`	Date	—	Expiry Date
Branch `branch_id`	Link → mfi.branch	—	Branch
Assigned To `field_officer_id`	Link → res.users	—	Assigned To
Bonus Eligible `bonus_eligible`	Yes/No	—	Bonus Eligible
Bonus Amount `bonus_amount`	Decimal	—	Bonus Amount
Bonus Paid `bonus_paid`	Yes/No	—	Bonus Paid
Bonus Payment Date `bonus_payment_date`	Date	—	Bonus Payment Date
Payment Reference `bonus_reference`	Text	—	Payment Reference
Follow-up Notes `followup_notes`	Long text	—	Follow-up Notes
Next Follow-up `next_followup_date`	Date	—	Next Follow-up
Notes `notes`	Long text	—	Notes
Company `company_id`	Link → res.company	—	Company

Status lifecycle

Records on this screen move through these statuses:

Pending → Contacted → Applied → Approved → Rejected → Bonus Pending → Bonus Paid → Expired

Notes & rules

Model mfi.member.referral
Links referrer and referred member records
Status tracks lead to conversion
Supports incentive/reward management and acquisition analytics

Technical model: mfi.member.referral · Record: Member Referral