---
schema_version: "1"
id: a9acdbdfe22784e25ca923a99757ac7ad13793e17eddd2d8d56d6ecfbb874fd5
title: Configure Referrals
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/cm_required_setup_for_intakes_referrals.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.cm_required_setup_for_intakes_referrals.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2485a738c6e32bdeefbc571ad66517c184299383fd612eb8887af2bfa0555ec0
description: The Referrals feature was released in Case Management version 1.14 (8/18/2020). If you started using Case Management before that date, or if the feature isn't configured in your org, complete these required set up steps.
products:
  - Nonprofit
release: "264"
---
# Configure Referrals

The Referrals feature was released in Case Management version 1.14 (8/18/2020). If you started using Case Management before that date, or if the feature isn't configured in your org, complete these required set up steps.

If you already have Referrals in your org, you can skip this setup. If you plan to use Intakes, also complete the required setup in [Configure Intakes](https://help.salesforce.com/s/articleView?id=sfdo.cm_config_intakes.htm&release=264.0.0&type=5 "Customize and use Intakes for the nonprofit Case Management managed package.").

First, assign referral record types to profiles to ensure that users can see Inbound Referral and Outbound Referral fields in Cases.

1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/resources-product/images/setup.png), then click **Setup**.
2. In the Quick Find box, enter Profiles, then click **Profiles**.
3. Click a profile name.
4. Click **Object Settings**.
5. Click **Cases**.
6. Click **Edit**.
7. Find Case: Record Types and Page Layout Assignments.
    
    1. Next to Inbound Referral, select the **Inbound Referral** Page Layout Assignment, then select **Assigned Record Types**. Click **OK** to confirm your selection.
    2. Next to Outbound Referral, select the **Outbound Referral** Page Layout Assignment, then select **Assigned Record Types**.
8. Click **Save**.
9. Repeat as needed for additional profiles.

Next, add _Case Management_ to the names of the Inbound Referrals, Outbound Referrals, and Incidents List Views.

1. Click the **Cases** tab.
2. Select the Inbound Referrals List view.
3. Click List View Controls ![List view control icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/resources-product/images/list-view-controls.png), then click **Rename**.
4. In the List name, enter Case Management: before Inbound Referrals.
5. Click **Save**.
6. Repeat for the Outbound Referrals and Incidents List Views.

Then, add Case Record Types to the Cases related list on Contacts.

1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/resources-product/images/setup.png), then click **Setup**.
2. Click **Object Manager**.
3. Click **Contact**.
4. Click **Page Layouts**.
5. Click **Case Management Layout**.
6. Find the Cases related list.
7. Click the wrench icon.
8. Select **Case Record Type** in the Available Fields list and click **Add**.
9. Click **OK**.
10. Click **Save**

Finally, if you plan to use Intakes, also complete the required setup in [Configure Intakes](https://help.salesforce.com/s/articleView?id=sfdo.cm_config_intakes.htm&release=264.0.0&type=5 "Customize and use Intakes for the nonprofit Case Management managed package.").