Home → Records → General page → Membership/customer section
6.13. Membership/customer section
The "Membership" (or "Customer") section contains the membership or customer information for the record such as:
- Status
- Type
- Rep
- SignUp
- Payment Type
- Member #
- Date Joined
- Date Renewal
- Date Left
- Renewal Month
- Amount
- Supplemental
- App Form
- Logo
- Membership Certificate
- Classifications
- Source
Users can use this section to track membership/customer types and statuses and use this information to generate reports.
Customers that have their RubiCRM system configured to track Customers rather than Members will see this section as "Customer".
How to find the Membership/Customer section
To locate the section make sure you have the primary record open. Hover over the section icon () and ensure Membership/Customer is ticked.
Extra Information
The "Rep" and "Signup" fields are populated with currently active Rubi Users in your RubiCRM. If a Rubi User is assigned to one of these fields where the Rubi User does not have Rubi Access a message below the dropdown will convey this.
Membership/Customer Section Customisation
All fields contained within the Membership/Customer section can be amended by Rubi System Admins or users with the appropriate permissions.
Users can set required fields for data entry, reorder fields, rename fields, move fields to another section and hide any unwanted fields.
Additional custom fields can also be added to this section to track data that is unique to your organisation.
For more information about field amendments please visit the related pages.