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, nor can they make purchases or bookings. Kube compiles all contacts, leads, and members on the Contacts screen.
Once you have added a contact, you can review and edit contact information as needed.
To review and edit contact information
Select Contacts in the top menu.
Locate the contact in the grid and click the contact's name. The Contact Essentials window appears.
TIP: To access additional information about the contact, such as their Custom Fields, click Detailed View.
Click the Edit button.
Complete the fields you want to change. For field descriptions, see Adding a contact.
NOTE: The contact's primary company cannot be updated or modified.
Click Save.