When posting a contact to WelcomeHome or Sherpa CRM, Care Type is a required field.
Care Type is a contact custom field in your account:
It is one of the default fields that should be mapped in Field Mappings (Account Settings > Field Management > Field Mappings) to ensure that Care Type is posted whenever a contact is posted to the CRM. E.g.:
When Care Type is not set for a contact, you will see the following error when posting the contact to the CRM:
The Care Type custom field should be set either in your ActiveDEMAND forms or manually set in the form autoresponder if it is not a field you want the contact to fill out.
Setting Care Type field in forms:
Setting Care Type field in the form autoresponder:
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