When installing iTracker360, one of the required steps in our setup guide is to add 7 custom fields.
The field names are as follows:
We provide a button to "Automatically create the fields for me" - when you click that, you will have an option to select the Tab and Header where these fields should go. Normally the fields will just be created under whichever tab you select, and that's that!
But at times, I've seen people run into various problems. If you run into these issues, you can add the fields manually.
Here is how you manually add the 7 required custom fields.
If you are logged into Infusionsoft..
- Hover over the "Infusionsoft" Logo
- Click "Settings" under the Admin section.
- Click "Go" next to the dropdown. Make sure you have "Contact" selected.
Here you will be able to modify all your custom fields.
Just add the 7 custom fields above. Field names are case-sensitive. But if you screw it up, don't worry. Once you have the fields added, you will need to tell iTracker the name of those fields.
So do this. Log-in to the iTracker Member Section and click "Custom Field Settings" on the right sidebar. Make sure the fields are spelled correctly on that page and everything looks good. There is also a video you can watch about all of this below!
Video on Adding the Custom Fields