Knowledge Books
Introduction to RubiCRM
In this book, you will learn what RubiCRM is, some of the basics you need to know to use/access the CRM and our Service Level Agreement (SLA).Although all tickets are important and need to be resolved promptly, urgent issues should be given priority over low-priority tickets. This is to ensure our team can reach our clients in the most urgent need.
Records
This book covers all things record related. Whether your primary record relates to a company, individual or guest all information stored about the record will be covered in this module.Membership
This book covers the membership/customer module of RubiCRM.Marketing
This book covers the marketing module of RubiCRM.Data Management
This book covers areas related to general data management including the reports module.Events/Training
This book covers all things events and training related. Whether it's setting up an event/training, taking bookings and the ongoing tracking of the event/training will be covered in this module.Accounts
This book covers the accounts module of RubiCRM.Export Docs
This book covers the export docs module of RubiCRM.Integrations
This book covers some of the additional integrations RubiCRM offers such as the Rubi Outlook Plugin and Value Statement.Core System
Areas of the RubiCRM system can be amended by Rubi System Admins to suit your organisations needs.This includes deactivating redundant pages, sections or fields not used by your organisation. Creating new Rubi User Accounts or creating new custom fields.