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Core System
Areas of the RubiCRM system can be amended by Rubi System Admins to suit your organisations needs.
This includes deactivating redundant pages, sections or fields not used by your organisation. Creating new Rubi User Accounts or creating new custom fields.
This includes deactivating redundant pages, sections or fields not used by your organisation. Creating new Rubi User Accounts or creating new custom fields.
- 1. Rubi User Accounts
- 1.1. Creating Rubi User Accounts
- 1.2. Editing Rubi User Accounts
- 1.3. Sending welcome emails
- 1.4. Removing Rubi access/archiving Rubi users
- 1.5. Rubi User Account : General information
- 1.6. Rubi User Account : Rubi System Admins / Rubi Users
- 1.7. Rubi User Account : Permissions
- 1.8. Rubi User Accounts : User activity
- 2. Dedicated Email Service
- 3. Settings
- 4. Setup
- 5. System Lists