Custom Fields

Articles

Custom Fields Vs Tags
I’d like to address an issue that has plagued Infusionsoft users  since the dawn of time (I suspect it has anyways.) “When do I use a  custom field, and when do I use a tag?” There has always been an air of  ambiguit...
Choose Custom Field Types
You can add up to 100 custom fields per record type in Infusionsoft (contact, referral partner, company, task, opportunity, order, subscription.) The field type you choose should correspond with type of data you want to store in a field that satisfi...
Create Custom Fields
If you need to store information that is specific to your business or industry, you'll create custom fields. Custom Fields are located in records. You are able to add up to 100 custom fields per record type.   Unfortunately, we are not abl...
Backend Database Names For Custom Fields
Go to Admin > Settings in the main navigation menu Go to the custom field section, select a field type from the drop-down, and then click on Go . Click on the View the field database names (for the API) link. The database field...
Update Contacts with a CSV
You can use the Infusionsoft Import tool to mass update a specific list of contacts. For example, you may need to add different country information to all of your existing contacts. You can export a list, add each person's country information t...