How to Add and Edit Custom Fields

Note: These settings are only available to Administrator users.

One powerful tool in Senior Place is the ability to edit individual fields for your Client profiles and Community attributes. The following areas are fully customizable:

  • The Client Summary fields within the Client > Overview tab
  • Every field in the Client > Intake Details tab (Note that the Category Box titles, like Ideal Location, are not currently customizable)
  • Every field in the Community > Attributes tab (Note that the Category Box titles, like Finances, are not currently customizable)

While you can always reach out to our support team to help with this process, you may prefer to customize the fields yourself. In this tutorial we'll dig into exactly how that can be done:


1) Navigate to the Customize Setting

  1. Click the Settings cog ⚙️
  2. Choose Settings
  3. Click Agency Settings
  4. Choose Customize

2) Choose Add Custom Setting

3) Decide Where your Custom Field will reside

Next, you'll need to decide where the Custom Field will go:


  1. Click the Section Where Question Will Show dropdown

  1. Choose whichever section makes the most sense.

For example, if you want to add a Favorite Dessert field, the Other Details section might be the best fit.


4) Choose the Question Type

Here's where you can customize the field to meet your agency's needs entirely! Let's walk through each Field Type:

Text/Notes

This field is perfect for recording highly individual information, like a client's favorite dessert.

Multiple Options

This field is great for questions that have a limited range of answers, like if you wanted to note a client's dietary restrictions.

Single Checkbox Option

This field is ideal for Yes/No type questions, such as recording whether or not your client is a smoker.

Range

This field is good for situations where there's a range to be taken into account, like when a client has a monetary range they'd prefer to stay within.

Number Only

This field is perfect for recording a specific number, like a client's number of children.

Phone Number

This field is great for adding phone/fax number fields.

Dollar Amount Only

This field is ideal for recording a specific dollar amount, like how much equity a client has in their home.

Date

This field is great for recording important dates, like a client's anniversary.

Employee

This field is good for times when someone at your company is handling a specific part of the placement process. The drop-down field pulls from all users in Senior Place. In this example, we wanted to know who specifically did the client intake, since they are potentially a different person from who the client is assigned to.


5) Configure Field for Clients/Communities

Now that you've chosen your field type, it's time to decide whether it will show up in the Client Intake tab, Community Attributes tab, or both!

  1. While this configuration looks slightly different depending on the field type, it allows you to choose whether or not the field will show up in the Client Intake tab, Community Attributes tab, or both. Choose the Disabled button to remove the field from one or the other. In this example, the field is enabled for both areas.
  2. Add a field title for the Client Intake tab. In this case, we've chosen "Dietary Restrictions" wording. Note: If this field is marked as Disabled in the step above, this won't appear.
  3. Add a field title for the Community Attributes tab. In this case, wording that makes more sense for communities is "Dietary Restriction Capability". Note: If this field is marked as Disabled in the step above, this won't appear.
  4. Choose if and when this field will appear on Client Intake PDFs. If it's a field you want hidden on the Client Intake PDF, you can choose the Never show option.
  5. For the Community Comparison, the choice to show/hide this field is in a different setting. Follow this tutorial to learn how to customize those settings.
  6. Choose whether or not a notes box will display when a field is answered. Note: This isn't an option for all field types.
  7. Note: If this field is marked as Disabled in the step above, this won't appear.

6) Complete remaining configuration (if applicable)

Note: These options won't display for all field types.

In the case of some field types (like Multiple Options), you'll need to create specific answers. In this example, we're creating answers for the Client field "Dietary Restrictions" and the Community field "Dietary Restriction Capability".


  1. Add Client labels - these are the answers that will show up in the Client Intake tab
  2. Add Community labels - these are the answers that will show up in the Community Attributes tab
  3. Reorder options using the directional arrows (optional)
  4. Remove options as needed using the Remove option button
  5. Add more options using the Add new option button


7) Save your progress

After completing your configuration, don't forget to hit Save!


Have more questions? Feel free to reach out to us at support@seniorplace.io!