How to Manage Registration Fields in Meritto CRM?

How to Manage Registration Fields in Meritto CRM?

Overview

Meritto CRM provides a powerful and customizable way to manage registration fields, allowing users to tailor forms and data capture based on specific requirements. This article walks you through how to view, configure, and Lead Fields within the CRM platform.

Accessing Registration Fields

To begin managing registration fields in Meritto CRM:

  1. Click the Search icon in the top-left corner of the CRM interface.
  2. Search for "Lead Fields".
  3. Select the Lead Fields option from the search results.

This will open the Registration Fields page, where all existing fields are displayed.


Understanding the Purpose of Registration Fields

Registration fields are versatile components used across the ERP system, website widgets, and registration forms. These fields help in capturing relevant data from users and leads. Here's a breakdown of key components:
  • Field Name: Represents the backend name of the field. Once created, it cannot be changed.
  • Label Name: This is the frontend name shown to users. It can be edited for clarity, but it will always be linked to the original field defined in the system.
  • Sort Order: Determines the order in which fields appear. You can adjust the sequence based on your desired layout.
  • Mandatory: When enabled, this setting makes the field compulsory. Users must fill it out to proceed with form submission.
  • Hidden: Hides the field from the user view in forms but keeps it visible in the lead profile. Hidden fields are identifiable by a blue icon.

Enabling a Created Field

To enable a field that has been created:

  1. Tick the checkbox beside the desired field.

  2. Click the Save button to apply and save the changes within the CRM.

 

Conclusion

Meritto’s Virtual Post Application platform simplifies end-to-end evaluation through custom scorecards, video meeting integrations, and structured panel assignments. With powerful automation and flexible configuration, institutions can efficiently manage the entire post-application journey.

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