1. Overview

• Definition: In addition to managing general Fields, certain specific Entities have their own configurations. For example, you can configure marketing communications consent for Profiles or define Task types for Tasks.
• Benefits: It allows Mobio users to customize each Entity to their specific business needs.
• Users: Administrators (Admins), Product Owner.

2. Terminology & Configuration Parameters

• Marketing Communications Consent — Define whether a Profile accepts or rejects marketing calls.
• Task Type — Categorize task types by activity (e.g., calls, emails) to improve Task reporting and management.

3. Prerequisites

• Related Article: Configure Field Display Order
• Permissions: Your Mobio account must have the OBJECT RBAC permission. See instructions for Configuring RBAC here.
• Access Path: Go to Settings → Entities → Select the Entity type you want to configure (e.g., Profile) → Navigate to the relevant configuration tab for that entity.

4. Step-by-step instructions

4.1 Configure Display Fields for Create/Edit Flows

This feature helps you define which Fields appear and which are required when users create or update an Entity.

1. Go to the Display Location tab.
2. In the Fields and display order section, click the Configure button for the Create new or Edit flow.
3. In the configuration window, select the desired Fields from the left column and move them to the right column.
4. Check the Required box to make a Field mandatory.
5. Click Save to apply your changes.

4.2 Configure Marketing Communications Consent (Profile Only)

1. Switch to the Consent to Receive Marketing Communications tab.
2. Click Configure to open the configuration tab.
3. Choose an option and click Save.

4.3 Configure Task Types (Task Only)

1. Select the Task Entity from the menu list.
2. Switch to the Task Type tab.
3. Add new or edit Task types to align with your internal pipeline.

5. Operational Rules

• These settings are usually configured once during your initial setup and rarely need to be updated.
• Tip: Well-defined Task Types lead to more accurate reporting and better analytics on your team’s performance.

6. Frequently Asked Questions (FAQ)

This section has no information yet.

7. Next Steps