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3.10. News

Your RubiCRM allows you to log News that your clients may wish to advertise to other organisations.

 

News will be eligible for advertising as part of Web Integration and must be "Approved" to be displayed online.

 

To Approve a News item specific to a record/company go to their record in RubiCRM. Open the Activity page. Find the News item and open it using the pencil icon (). Please scroll down the popup to find the Approved field and tick it if you want to approve it.

 

Add a Short Description, Long Description as well as Start/Expires dates for the News to control when the News will be displayed.

"Start" is when you wish for the news to begin displaying on any Web Integrations.

"Expires" is when you wish for the news to stop displaying on any Web Integrations.

Your end-users who are "Main" or "Web Admin" contacts will also have the option to add their own News as part of Web Integration. Users must log in to Web Integration and view their "Profile" page. Any user with permission to add news this way, based on your requirements for Web Integration, will be able to do so here.

When users submit a News activity via Web Integration an email notification will be sent to one or more email addresses of your choice.

To add a News manually for your end-users simply log a new "News" activity with relevant details and make sure to tick the "Approved" field.

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