HomeRecordsOverviewSections

1.1. Sections

Adding Sections

To add new sections to your view, select the "View Section" menu as shown below and then choose the section that you would like to add to your display.

 

Once selected, RubiCRM will open the chosen section and remember this setting for future records that you open.

For example, if you choose to open the "Membership" section, RubiCRM will remember that you wish to view this section for all future records that you open. This means the "Membership" section will automatically open when viewing records.

Custom sections can also be added to your RubiCRM system to enable you to track data in line with your company’s bespoke requirements.

For more information about adding Custom Sections, please visit the related article.

 

Removing Sections

To remove a section from your view, select the close section option as shown below.

 

To view a video on "Sections in Rubi" click here.

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