HomeRecordsContacts pageSettings section

5.12. Settings section

The "Settings" section contains communication preferences and other general settings relating to the secondary record (contact) that you are viewing such as:

Graphical user interface, text, applicationDescription automatically generated

 

If you have a web integration with RubiCRM the "Email Validted" tickbox relates to whether the account has been validated. Users can update this through an Account Validation email sent or Rubi Users can update this manually within RubiCRM by ticking that field's tickbox.

 

Settings Customisation

All fields contained within the contact "Settings" 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 the contact "General" 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 "Settings" section click here.

Related Pages
This page was: Helpful | Not Helpful