Smart Lists
Advanced Filters in Smart Lists
Use Advanced Filters in Smart Lists to segment contacts with more precision in RYB Platform. This article explains what Advanced Filters are, how they are used, and how the different filter options wo...
Updated 8/13/2026
Adding Multiple Phone Numbers for a Contact
Need to store more than one phone number for a contact? RYB Platform makes it easy to manage multiple contact numbers from mobile to work, home, and more. You can also set a primary number and assign ...
Updated 8/13/2026
Adding Files To Contacts using a Custom Field
This article explains how to add and manage files for contacts in RYB Platform, covering both direct uploads and custom fields for a more organized approach to document management. TABLE OF CONTENTS W...
Updated 8/13/2026
"Add Contact" Form Upgrade and Customizations
RYB Platform’s upgraded Add Contact sidebar streamlines contact creation and keeps your CRM consistent. Admins can choose which fields appear (including custom fields), set required fields, and reorde...
Updated 8/13/2026