Why won't contacts post to the Sherpa or WelcomeHome CRM? Missing Care Type in Error Log

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 must 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:

Updated on: 19/12/2023