HomeRecordsContacts pageGeneral section

5.7. General section

The "General" section contains basic information about the secondary record (contact) that you are viewing such as:

Please note the Rubi Outlook Plugin will primarily use the "Email" value in this section for matches. The Plugin will also check any matching values in the "Additional Email" section.

Graphical user interface, text, application, emailDescription automatically generated

 

General Customisation

All fields contained within the contact "General" section can be amended by Rubi System Admins or users with 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.

To view a video on the contact "General" section click here.

Knowledge Tags
Contact  /  Data  / 

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