Step 1: Create Two Custom Fields in Your CRM
For a refresher on how to create custom fields in your CRM, please see this tutorial.
The first step in building an affiliate system with AccessAlly is to create two custom fields inside your CRM.
These custom fields must be text-based and should NEVER be edited directly. AccessAlly will use them to store system information for your affiliates.
Step 2: Integrate New Fields With AccessAlly
Next, log into your AccessAlly site and go to: AccessAlly > General Settings > Payment > Affiliate
Here, you can select the two new custom fields directly.
Complete this step by clicking the yellow SAVE CHANGES button.