Manage Lead Fields and Tabs

Overview

Merchant Central gives you extensive control over how lead information is organized, displayed, and managed. Using lead tabs and fields, you can structure lead pages around your business processes, control which information users can access, and configure fields to support faster and more consistent data entry.

Most lead tabs are used to group related lead fields, such as the fields that make up Business Information or Owner Information. This helps organize lead data into logical sections and makes it easier for users to find and work with the information they need. The fields within these tabs determine the information users can enter or view and can be configured with different field types, permissions, formatting, and other settings.

Some tab types serve a different purpose and provide specific functionality, such as taking payments, creating invoices, managing documents and notes, generating web forms, and accessing other built-in features.

This article explains how to create, edit, delete, reorder, and configure lead tabs and fields. It also covers managing tab and field permissions, moving and arranging fields on the lead page, working with protected special fields, and safely removing fields that are used in web forms.

You will also learn about field options, Copy buttons, and autofill features for addresses, SIC codes, and bank names based on routing numbers.

Prerequisites

Before managing lead tabs and fields, make sure you have:

• The appropriate permissions to create, edit, or delete lead tabs and fields.
• Access to an administrator who can enable the WEB_FORM_LEAD_FIELD_CLEANUP feature flag if you want Merchant Central to display warnings when deleting fields used in web forms.

Navigating to tab and field management

Lead field management in the CRM is organized into two main areas.

The Manage Lead Field Tabs page provides an overview of all available tabs. From this page, you can add, remove, reorder, and configure tabs, including their visibility and permissions.

From each tab, you can open a separate page to manage the individual lead fields assigned to that tab.

To open the Lead Tabs management page:

1. Open the main navigation panel on the left.
2. Go to Leads → Manage Lead Fields.

The Manage Lead Field Tabs page displays the lead tabs configured for your site. Each tab includes shortcuts for managing its settings and permissions, as well as adding or removing fields.

💡You can also access this page directly from the lead's Actions tab by clicking Manage Fields.

How does lead tab and field management work?

Lead tabs organize related lead information into sections, such as Business Information, Financial Profile, and other custom tabs. Lead fields define the individual pieces of information that users can enter or view within those sections.

Partners can customize tabs and fields to match their workflows and control access using user class permissions. Depending on the configured permissions, individual tabs or fields can be visible, hidden, required, or read-only for different users.

Fields can also include additional functionality, such as tooltips, hyperlinks, duplicate checking, ZIP Code AutoFill, dialing, and more. Available options depend on the selected field type.

Related products or features

Lead tabs and fields can interact with the following Merchant Central features:

• Web Forms: Lead fields can be included in web forms. If you delete a field used by a form, the form may need to be updated.
• Dupe Checker: Fields configured with Enable Dupecheck can be used by the Dupe Checker when searching for duplicate leads.
• E-Signature: Lead field values can be used to populate fields in Adobe Sign agreements generated from the lead.
• TurboApp: Lead field values can be mapped to and used to populate corresponding TurboApp fields when merchant boarding is started.

How to manage lead tabs

Adding a new tab

1. On the Manage Lead Field Tabs page, click Add New Lead Tab.
2. Enter the Tab Name.
3. Select the tab Type.
4. If needed, configure the tab Position (left, right, top, or bottom) and Visibility (visible or hidden).
5. Click Add. 
   

Deleting a tab

To delete an existing tab, click Delete on the tab you want to remove.

☝️ Tab deletion cannot be reversed.

Editing tab settings

To edit a tab, click Edit Tab. In the window that appears, update the tab name, type, or position on the page as needed, then save your changes.

Editing tab permissions

1. Click Permissions on the tab you want to update.
2. Select the appropriate User Classes.
3. Save your changes.
   

Changing the tab order

To change the order of the tabs, drag any tab to a new position on the page.

Available tab types

The table below lists the available tab types, along with their purpose and key details.

How to manage lead fields

Managing tab fields

To manage the fields within a tab, click Add/Remove on the tab you want to update.

The tab's fields appear on a separate page, where you can add, edit, delete, or manage individual fields.

Adding a new field

1. Click Add New Field.
2. Enter a name for the field.
3. Select the field type, such as Text, Dollar, Percentage, or Checkbox.
4. Click Add. 
   

💡Enable the "Use Default Value if the lead is duplicated" setting if you want the field to use its configured default value when a lead is duplicated instead of copying the field value from the original lead.

Use the Options button to configure additional field functionality. Available options vary depending on the selected field type, and some field types may not have additional options.

Depending on the field type, the following options may be available:

• Enable ZIP Code AutoFill—Allows users to automatically populate City, State, and ZIP fields by entering a ZIP code and selecting an option from the list.
• Enable Copy Button—Adds a Copy button that copies values from one set of fields to another.
• Enable Dupecheck—Allows the Dupe Checker to use the field when searching for duplicate leads.
• Enable Hyperlink—Adds a browser icon next to the field that opens the field's web address in a new tab.
• Enable Field Format—Formats the field as an SSN field, date field (99/99/9999 or 99/9999), or ZIP code field (99999 or 99999-9999).
• Enable Tooltip—Allows you to add a description that appears as a tooltip when a user hovers over the field.
• Enable Dialer—Adds a phone icon next to the Phone field for quick dialing.
• Enable SMS—Adds an SMS icon next to the Phone field for quickly sending SMS messages.
• Enable Google Maps Search—Allows users to open the saved address in Google Maps with a single click.

When you finish configuring the field, click Save.

The field displays basic information, including its API ID and field usage. Field usage shows the number of leads where the field has been populated. You can use the field's action shortcuts to manage or delete it.

After creating a field, preview it on the lead page to confirm that it is positioned and aligned correctly. To change a field's alignment, size, or position, see Changing the field alignment, size, and position below.

Deleting a field

To delete a field, click Delete and confirm the deletion.

☝️ Field deletion cannot be reversed.

Deleting a field used in a web form

Before deleting a field, we recommend checking whether it is used in any web forms.

If the WEB_FORM_LEAD_FIELD_CLEANUP feature flag is enabled, Merchant Central warns you when the field is used in one or more forms.

If you delete a lead field before removing it from a web form, a red triangle appears next to the affected forms on the Web Forms management page.

Click the red triangle to go directly to the section containing the missing field, then remove the field to keep the form up to date.

Deleting a special field

If you attempt to delete a special field or a tab containing a special field, Merchant Central displays a message and prevents the deletion.

If you need to delete a special field:

1. Locate another lead field that can serve the same function as the original special field, such as the Merchant Number.
2. Open the new field's properties and select the appropriate value from the Special dropdown.
3. Merchant Central asks you to confirm that you want to assign the selected Special setting to the new field. Click Overwrite to confirm. 
   
4. The Special setting is now assigned to the new field, and you can proceed with deleting the original field.

Editing field permissions

1. Click Permissions on the field you want to update.
2. Configure the Read Only, Hidden, and Required settings for each User Class as needed.
3. Click Save. 
   

Moving a field to a different tab

1. Click Move on the field you want to relocate.
2. Select the destination tab.
3. Click Save. 
   

A confirmation message appears after the field is moved. Fields moved to another tab are always placed in the last, or bottom, position on the destination tab.

Editing field settings

To update a field's settings, click Edit Field. Update the available settings in the window that appears, then save your changes.

Changing the field order, size, and alignment

To change the field order, size, or alignment, open a lead page and click Edit Layout on the right.

You can then drag fields directly on the lead page to reposition them. To resize a field, drag its corners.

After arranging the lead page to your preference, click Save Layout to save your changes.

Available field types

The following table describes the available field types and how each field behaves.

Special fields

Fields with certain Special settings are protected because they serve specific purposes within the CRM and should not be removed. For example, you may have multiple Email fields on a lead, but only one is considered the primary email field for the client. This is the field assigned the Email Special setting.

The Email special field is used by default in different parts of the system. For example, when an e-sign application is generated from the lead, the email address from the Email special field is used by default.

Similarly, the Merchant ID special field is automatically passed to the MID field in TurboApp when merchant boarding is initiated, even if you have multiple MID fields on the lead.

Special fields are designated using the Special dropdown in the field settings.

Once a field is assigned a Special setting, it cannot be unset directly from that field's settings. If needed, you can reassign the Special setting by selecting the same Special on another lead field.

The following Special fields are available:

• Business Information: Display Name, Legal Name, Business Address, Business City, Business State, Business Zip Code, Business Country, Business Type, Business Products, Business Market Type, Business Start Date, Phone, Cell Phone, Email, Website, Sales Number, SIC Code, Tax ID, Processor
• Owner Information: Owner First Name, Owner Last Name, Owner Title, Owner SSN, Owner Date of Birth, Owner Address, Owner City, Owner State, Owner Zip Code, Owner Country, Owner Phone, Owner Email,
  Owner Ownership Percentage, Owner IP Address
• Contact information: Contact Name, 2nd Contact Name, 3rd Contact Name
• Bank and financial information: Bank Name on Account, Bank First Name, Bank Last Name, Bank Account Type, Bank Account Owner Type, ABA Code, Account Number, Routing Number, Bank Name, Bank City, Bank State, Bank Zip, Maximum Ticket
• Gateway and Boarding: Boarding Profile, Gateway ID, Gateway Reseller, TSYS Association
• Leasing report: [Leasing Report]: Monthly Payment, [Leasing Report]: Equipment, [Leasing Report], Wire Transfer, [Leasing Report]: Pack Fee, [Leasing Report]: Cancellation
• Unique IDs: Merchant ID, Lead Primary Key, Partner Identifier, AEX ScanX Scorecard Transaction ID
• E-Signature: E-Sign Signer IP Address

Configuring Autofill options

To make data entry faster and more accurate, Merchant Central fields include several autofill features. You can configure fields to automatically populate addresses, SIC codes, and bank information based on the initial information you enter. You can also add Copy buttons to the lead page to copy one set of field values to another, such as copying a business address to a mailing address.

How to enable address autofill

To use Google Maps address autofill, you need the following four fields on your lead:

• Business Address (type: Address)
• City (type: Text)
• State (type: Text or Dropdown)
• ZIP (type: Text)

To configure address autofill:

1. Open the Business Address field settings.
2. Click Options.
3. Select Enable Google Maps to autofill lead fields.
4. In the window that appears, select all four fields, then save your changes. 
   
5. Click Save again in the main window to complete the setup.

To use address autofill on a lead, start typing the address. As you type, Google Maps displays matching results that you can select.

After you select a result, all four fields are populated with the corresponding address information.

How to enable SIC Code autofill

To use SIC Autofill, you need the following two fields on your lead:

• SIC Description (type: SIC Autofill)
• SIC Code (type: Text, special: SIC Code)

To configure SIC Autofill:

1. Open the SIC Description field settings.
2. Under Field Value, select the SIC Code field.
3. Save your changes.
   

To use SIC Autofill, start typing the SIC code number or description in the first field, then select the appropriate SIC code from the list that appears.

After you select a result, the SIC Code number and description appear in the first field, and the SIC Code number appears in the second field.

How to enable routing number autofill

To configure Bank Name Autofill, you need the following two fields on your lead:

• Routing Number (type: Bank Name Autofill)
• Bank Name (type: Text)

To configure Bank Name Autofill:

1. Open the Routing Number field settings.
2. Under Field Value, select the Bank Name field.
3. Save your changes.
   

To use the autofill feature, start typing the routing number or bank name in the first field, then select the appropriate routing number from the list that appears.

After you select a result, the routing number and bank name are saved in the corresponding fields.

How to add a Copy button

To copy information from one set of lead fields to another, you can add a Copy button to the lead page.

The Copy button can be attached to any lead field. For example, to add a Copy button to the Business Address field that copies the business address to the mailing address, follow these steps:

1. Open the Business Address field settings.
2. Click Options.
3. Select Enable Copy Button.
4. Enter the button label, such as Copy to Mailing.
5. Choose the Copy From and Copy To fields.
6. When you're finished, save your changes.
   

The Copy button is now displayed next to the Business Address field. You can use it to copy the business address to the mailing address.

Frequently Asked Questions

• Can I restore a tab or field after deleting it? No. Tab and field deletions cannot be reversed.
• How can I tell whether a field I am deleting is used in a web form? Enable the WEB_FORM_LEAD_FIELD_CLEANUP feature flag. When enabled, Merchant Central displays a warning if the field is used by one or more web forms.
• What happens when I move a field to another tab? The field is moved to the destination tab and placed in the last, or bottom, position on that tab.
• Why can't I delete a particular field? The field may have a protected Special setting. Special fields serve specific purposes within the CRM and cannot be deleted while the Special setting is assigned.
• Why can't I change a protected field's Special setting? A protected Special setting cannot be changed directly on the field where it is currently assigned. Select the same Special setting on another field to update the assignment.
• Are all field options available for every field type? No. Available options depend on the field type, and some field types do not have additional options.
• Can different user classes have different access to the same field? Yes. Field permissions can be configured by User Class using the Read Only, Hidden, and Required settings.
• How do I rearrange fields on a lead? You can drag and drop fields to change their order. Go to Actions → Edit Layout, rearrange the fields, and click Save Layout.