HomeIntroduction to RubiCRMSome of the basicsWelcome Message

3.7. Welcome Message

In the middle of the Homepage, the Messages section can be changed by going to Main Menu > System > Settings to provide a current Welcome Message to all Rubi Users of your CRM system.

The message can be entered with HTML, like a webpage.

 

Adding links

To add links to your Welcome Message please highlight the text you want to turn into a link and click the link icon.

 

From here a popup will appear. Please ensure to fill out the information as stated below:

Add your link, email, phone number as applicable based on your "Link Type".

 

Static Message

On the left of the Home page, there is a static Welcome to all users which usually identifies your organisation and welcomes the user by name.

This can also be changed by contacting RubiCRM Support. Like the Welcome Message, the message can be entered with HTML, as with a webpage.

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