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4.6. Custom pages
RubiCRM allows you to utilise up to 6 different Custom Pages. Custom pages allow you to add Custom Fields to a Page layout. Custom Pages allow you to log multiple rows of data thereby providing a multi-level historic log of your custom data.
To add a Custom Page go to Main Menu > System > Setup and follow the steps outlined below:
Once your page has been updated, select the Page and go to the Sections and Fields area. Here you can amend the labels for your fields, the type of field it should be and set as required as needed. To activate your new custom fields make sure the “Active” check is green.
To view a video on "Custom Pages" click here.
← Fields
Custom fields →
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