Common Reference Custom Field uses include linking a spouse or children to a person. Or you can use Reference Custom Fields to the track referrals you receive from a person or a company. 

Here are step-by-step instructions on how to create a Reference Custom Field.

1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on


2.) Tap on Settings


3.) Scroll down to the Customizations section and tap on Custom Fields to expand the section. 

5.) Along the top of the screen tap on the Add button and then select Field. 


6.) Then name your field and in the Data Type menu scroll down the dropdown and select an option in the Reference One or Reference Many section.


In this example we have selected Reference One to help track referrals we receive from a person. 


7.) Tap on Save when you are done. 

Link a person to your new field:



A few more examples

Link Children

Link Spouse