A note is a comment that you can include in the Activity Feed. The Activity Feed is a customer relationship management tool that allows you to add notes, tasks, activity logs, files, tours, and events to different records in Kube.
Kube compiles Activity Feed events, tasks, and tours in the Activity Calendar and all Activity Feed items on the Activity Feed tab. For more information, see Activity Calendar screen overview and Activity Feed Introduction.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all these menus or services may not be available or displayed.
To add a note to the Activity Feed
Select either Customers > Members, Leads, or Contacts in the top menu.
Locate the user's record in the grid and click the Add/View Activity button.
TIP: You can also access the Activity Feed from the Contacts menu when viewing a company record.
Click the Notes tab.
Enter your note in the text box.
TIP: You can tag internal users in notes you add. Type @ and then their name to select it from the suggested list. Kube shows a notification when the tagged person logs into Kube.
Click Submit.