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4.5. Fields
Each Section in your RubiCRM will contain Fields. Fields allow you to store values for all your data, clients, bookings etc. RubiCRM has pre-defined and built-in fields which are static.
Your Organisation can choose to have fields as Active or Inactive depending on your requirements.
Section (highlighted above)
This value indicates where the Field currently resides in your Rubi CRM.
Label (highlighted above)
This indicates the Field Label that will be displayed to your users.
Type (highlighted above)
This indicates the Field Type. Built-in fields will have a static Field Type however your own Custom Fields can have the Type amended as needed.
List (highlighted above)
This value indicates which list should be used for the field values if it has a Type of “Dropdown”. This applies to either single or multi-select dropdowns.
Help (highlighted above)
Provide your users with your own custom Help tips. These will appear next to the field with a ? icon that your users can hover over for more info. Please note there is a 50 character limit on help text.
Req’d (highlighted above)
Indicates if the field can be blank or if it must have a value. Green check indicates that the field is required and must have a value.
Active (highlighted above)
A green check indicates that the field is active.
Field Order
To change the order in which your fields appear inside a section click the "Move" icon and drag it to the correct position.
Custom Fields
Your RubiCRM comes pre-configured with many fields for everyday use. You may sometimes have requirements to create "Custom Fields" to store values which do not have a natural "home" in your RubiCRM.
Your RubiCRM allows 60 custom fields for primary records (company, individual or guest), secondary records (contacts) and events/training. Custom fields can be configured with your own label, type and help text.
By default, all custom fields will be assigned to the "General" section. To move a field to another section click the "General" label then choose the section to move the field to. Make sure to set your new custom field to "Active" but clicking the checkmark.
Click here to view a short clip on how to set a custom field.
Click here to view a short clip on how to move a field to another section.