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3.12. Spaces

Your RubiCRM allows you to log Spaces that your clients may wish to advertise to other organisations.

 

Spaces will be eligible for advertising as part of Web Integration and must be "Approved" to be displayed online.

Please note that by default, only spaces will be advertised for Primary Records, which are marked as being a Company in the Comp/Ind field within the General section of the Primary Record.

 

To Approve a Space item specific to a record/company go to their record in RubiCRM. Open the Activity page. Find the Space item and open it using the pencil icon (). Please scroll down the popup to find the Approved field and tick it if you want to approve it.

 

Add a Space Name, Desc, Location, Features & Amenities for the Space. Spaces will continue to display on Web Integrations unless otherwise removed.

Your end-users who are "Main" or "Web Admin" contacts will also have the option to add their own Spaces as part of Web Integration. Users must log in to Web Integration and view their "Profile" page. Any user with permission to add spaces this way, based on your requirements for Web Integration, will be able to do so here.

When users submit a Spaces activity via Web Integration, an email notification will be sent to one or more email addresses of your choice.

To add a Space manually for your end-users, simply log a new "Spaces" activity with relevant details and make sure to tick the "Approved" field.