Home → Records → Contacts page → Membership/customer section
5.10. Membership/customer section
The "Membership" (or "Customer") section contains the membership or customer information for the secondary record (contact) such as:
- Status
- Type
- Rep
- SignUp
- Payment Type
- Member #
- Date Joined
- Date Renewal
- Date Left
- Renewal Month
- Amount
- Supplemental
- App Form
- Logo
- Classifications
- Source
Users can use this section to track contact membership/customer types and statuses and use this information to generate reports.
This section is only for contact membership/customer, not overall primary record membership/customer.
Customers that have their RubiCRM system configured to track Customers rather than Members will see this section as "Customer".
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.
To view a video on "Membership/Customer" section click here.