Notes in Kapta : Documenting Account Activity & Collaboration

Overview

Notes in Kapta are essential for documenting customer interactions, maintaining transparency, and tracking account activity. They create a comprehensive record that helps your entire team stay informed about what's happening with your accounts.

Why Notes Matter

• Team Communication: Provides a transparent record of account activities
• Customer Insights: Helps you "keep your finger on the pulse of what your customers want"
• Health Score Impact: Regular notes, especially contact-related ones, positively influence account health scores

Creating Notes

Notes can be created from multiple locations:

• Click the big orange button "Create New" from anywhere and select "Note"
• Account's Notes tab
• Contact's profile page
• Action details pages
• Task details pages (quick notes)
• Opportunity section
• Risk tab (when active)
• QBR feature

Required Information

When creating a note, you'll need to provide:

• Title
• Activity Type (Generic, Meeting, Phone, Email, Document)
• Date (if different from current date)

Optional Fields

Enhance your notes with:

• Subtype: Admin-configured categories with template text
• Contacts: Link relevant contacts so notes appear on their profiles
• Team Members: Include colleagues who should be aware
• Files/Documents: Attach relevant files
• Email Copy: Send note to team members 
• Custom Fields: Additional fields configured by your admin

Email Integration

Automatically create notes from emails by:

• BCCing Kapta@Kapta.com when emailing contacts *check your Kapta notes section to see what custom email address your organization uses for BCCing
• Using your organization's custom email setup

Note: The recipient must be set up as an account contact for this to work.

Advanced Features

• Text Formatting: Style your note content as needed
• Voice Dictation: Use the microphone icon for verbal input
• Create From Note Text: Highlight text to create Tasks, Actions, or Goals
• Note Linking: A single note can appear in multiple locations
• Quick Notes: Add simple notes from contact profiles or check-in tasks

Finding Notes

• Search: Use the notes tab search or global search
• Filtering: Filter by note type, subtype, or author
• Reporting: Generate note reports or account-level reports

Best Practices

1. Be Consistent: Document all significant account interactions
2. Link Appropriately: Connect notes to relevant contacts and team members
3. Be Detailed: Include all relevant information for future reference
4. Use Email Integration: Save time by automatically creating notes from emails
5. Categorize Properly: Use correct activity types and subtypes

Notes provide the foundation for successful account management in Kapta by ensuring everyone stays informed and aligned.