Knowledgebase

Communities

  • How to Find and Add Ideal Communities for a Client
  • How to Email Community Comparisons to Clients
  • How to Add and Edit Custom Fields
  • How to Customize Community Comparisons
  • How to Filter the Communities List
  • How to Add Photos to Your Community Database
  • What Community Information Does Senior Place Get For Me?
  • How to Delete a Client, Community, or Referral Source
  • What to Do If You Can't Find a Community
  • How to Exclude Communities for a Client
  • How to Add Family Notes to the Community Comparison
  • How to Customize the Community Details Tab
  • How to Customize Community Card Information
  • How to Add a Community Contact
  • How to Hide a Community from the Find Ideal Communities Tab
  • How to Reorder Custom Fields
  • How to Manually Add a Community
  • How to Bulk Add/Remove Ideal Communities

Categories

  • Clients
  • Communities
  • Custom Reports
  • Email Management
  • General
  • Getting Started
  • Invoices and Payments
  • Referrals
  • Signwise
  • Tasks
  • Users
  • Premium
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