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Standard Form Fields in the “Personal Data” Step

This article describes the available standard form fields in the “Personal Data” step and which of them can be hidden or configured as required fields.

Overview

The standard form fields in the “Personal Data” step are available by default. Some fields can be hidden or their required-field status can be configured. There are also additional standard fields that are not displayed by default (e.g. fax, EFN number).

Changes to these form fields – with the exception of the Privacy Policy – cannot be made in the Backoffice and are only possible through Converia Support.


Prerequisites

  • Access to the Backoffice

  • A clear understanding of which basic data you need during the registration process (including an optional separate billing address)


Configuration / Procedure

  1. Check which standard fields are required for your registration.

  2. Check whether any fields should be hidden (where possible).

  3. Check whether any fields should be configured as required fields (where possible).

  4. Decide whether a separate billing address should be used.

  5. Discuss any requested changes to standard fields with Converia Support (exception: Privacy Policy).

  6. Test how the fields are displayed during the registration process.


Notes

  • Standard fields often provide additional system functions (e.g. filters, display on badges or certificates of attendance).

  • Information from custom fields is generally only collected and managed through exports, without any additional system functionality.


Table: Available Standard Form Fields

Contact Address

Field

Can be hidden

Required-field status configurable

Email address

–

–

Form of Address

–

–

Title

–

x

Given Name

–

–

Family name

–

–

Company/Institution

–

x

Department

x

x

Addition to address

x

x

Job/Function

x

x

Street address

–

–

Postal code

–

–

City

–

–

Phone

x

x

Country

–

–

Separate Billing Address (Optional)

  • Company/Institution

  • Department

  • Address line 2

  • Contact person

  • Street address

  • Postal code

  • City

  • Country

User Account (Depending on Configuration)

  • Username

  • Password

  • Confirm password


FAQs

Why should I prefer standard fields?

Standard fields often provide additional functionality within the software (e.g. filters, display on badges or certificates of attendance).

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