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Infusionsoft Cookbook by Paul Sokol

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Creating custom fields

At its core, Infusionsoft is a CRM (short for Customer Relationship Management) system. In other words, it is a database of humans that contains information about their interactions with a business.

In this database, there are common pieces of information that all businesses would need to know about an individual: first/last name, addresses, phone numbers, e-mail addresses, and so on. There are even more interesting pieces of data as well, such as the person's birthday or their spouse's name.

However, there are pieces of data a business might need to collect that don't exist out of the box. Take a dog trainer for example. They might want to store a dog's name on the dog owner's contact record.

This recipe will show you how ...

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