Contacts are those whose contact information you wish to enter into Kube but who do not fall into the member or lead categories, such as contractors. Contacts are for reference purposes only, and they cannot be the primary contact for contracts and they cannot make purchases or bookings.
Kube compiles all contacts, leads, and members on the Contacts screen.
This article is part of the Kube customers setup flow. For more information, see Customers setup checklist.
To add a contact
Select Contacts in the top menu.
Click the Add Contact button. The New Contact window appears.
Complete the fields. For field descriptions, see the New Contact Screen Reference at the end of this article.
Click Next. The New Company window appears.
Either create a new company or select an existing company by selecting the Existing Company radio button. For field descriptions, see Adding a company.
Click Save.
TIP: This is the last step in setting up contacts. For more information, see Customers setup checklist.
New Contact Screen Reference
Assigned Internal User | Internal user who is responsible for managing the contact. |
Occupation | Contact's position in their company for internal reference. |
Culture | Contact's culture setting.
NOTE: Culture settings are regional settings that control the formatting of dates, times, and addresses in the Member Portal, should they convert to a member. The contact's culture setting also determines date formatting in emails they receive. |
Contact Type | Contact's user and company type.
NOTE: The user and company type describe the services and spaces your customers purchase from you. For more information, see Adding a user and company type. |
Primary Property | Contact's primary property that they visit most often or are associated with. |
Opt-out of marketing | Select whether the contact would like to receive promotional emails from your organization. |
Date of Birth | Contact's date of birth. |
Additional Companies | Select additional companies the contact belongs to. This section only appears if the Additional Companies service has been subscribed to. |
Mailing Address | Enter the contact's mailing address. Kube uses Google autocomplete to verify the address. Select the address from the options that appear below the address field as you type.
NOTE: You can select the Do not use Google autocomplete option to manually enter an address. Kube displays additional address fields. |
Other Address | Enter an additional address for reference purposes. Kube uses Google autocomplete to verify the address. Select the address from the options that appear below the address field as you type.
NOTE: You can select the Do not use Google autocomplete option to manually enter an address. Kube displays additional address fields. |
Custom Fields | In the System Settings section, you can customize the fields that appear in this section to store data specific to your organization. For more information, see Customizing user fields. |