How to Add a Custom Field to a Referral Source Profile

Note: Only Administrator users have the ability to add custom fields to referral source profiles.



While we include the ability to track core referral source information in Senior Place, we understand that you may want to track additional information. That's why we provide the ability to add custom fields to referral contacts and organization profiles!


The following steps walk through the process of creating those fields:


1) Navigate to Referrals in Agency Settings

  1. Navigate to the profile menu
  2. Click Agency settings
  3. Choose Referrals

2) Click Create custom field

Choose whether you want to add a custom field for organizations or contacts and then click the related Create custom field option.


3) Customize the Field

In this example, we're creating a custom field where we can store our referral contact's LinkedIn profile.

  1. Add a field Title
  2. Choose the Field type
  3. Edit additional options (these may look different depending on the field type you chose)
  4. Click Save

4) Update the Field Layout

After creating the custom field, you'll need to determine which section it will show under. You can display your custom field in the Contact/Organization Information or Other Details section.

  1. Click the Add field button in the relevant section (either the Contact/Organization Information or Other Details section)
  2. Click the dropdown to choose the custom field you want to add
  3. Use the "≡" symbol to reorder custom fields (optional)
  4. Click the trashcan icon to delete custom fields (optional)

5) View your Custom Field

Now that you've finalized the layout, you can look in a Referral Contact or Organization profile to see how it looks! In this case, we can see the LinkedIn field is in the Other Details section as intended.


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

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