Sometimes, Customers need a way to define and record custom fields on referrals, such as billing codes and internal statuses for reporting purposes. Customers can configure fields on the Connect form to capture this information, and view that information in the Seeker's profile, in their Site Analytics or Customer MySQL.
How It Works
Working with your Customer Success Manager, you can define distinct Flexible Referral Fields that should be entered at the time of referral, and can be viewed in reporting.
Once these are built, logged in Site Workers can make selections from the Connect Form when creating a referral. After the referral is made, the field selections will be visible in the seeker's profile and analytics.
Viewing Flexible Referral Field Submissions
Once a referral has been submitted, Navigators can make changes to the fields by
1. Navigating to the Seeker's Profile
2. Locating the referral for which the fields to be edited
3. Clicking on the dropdown menu for the defined Flexible Referral Field
Example Flexible Referral Field in Seeker Profile, where the Flexible Referral Field was defined as "Main Service for Referral"
PII Reporting can be found in the Referral Details (PII) Dashboard
Data can be found in Customer My SQL in the flexible_referral_fields table