HomeRecordsMembership boosts pageCustomising boost types and defaults

9.3. Customising boost types and defaults

Rubi System Admins can update the list of Boosts and set default values.

Edit Boost options

  1. Go to Main Menu → System → Lists.

  2. Locate the Membership Boost Types list.

  3. Add, edit, or remove Boost types as needed.

Set default values for each Boost

Within the Membership Boost Types list, amend a Boost () opening the configuration popup to set default values:

When users are creating a new Boost against a Primary Record, when selecting a given Boost, these defaults will auto-populate (but can still be edited if required).

 

Customising Qualitative Values

The Qualitative Value field also comes with pre-filled choices. These can be amended in Main Menu → System → Lists -> Membership Boost Qualitative Value Types to better reflect your organisation’s language or grading approach.

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