An external reference caption is an optional customizable field you can add to various record types in Kube to add third party reference IDs your organization may use to track these records externally. You can add external reference captions to the following record types:
Property
Company
Space
Member
Lead
Contact
Contract
Internal User
Floor
This article covers setting up external reference captions.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
Setting Up the External Reference Caption Labels
Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Details screen appears.
Select the Settings tab.
Click the Edit button.
In the External Reference Captions section, add captions as desired. For screen examples, see the end of this article.
Note: If a caption is added for the record type, the new field appears in Kube when creating or editing the record.
Click Save.
External Reference Caption Examples
