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4.7. 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 create a custom field.
Click here to view a short clip on how to move a field to another section.