19 guides to help you get the most out of Shape.
Learn how Shape Custom UI allows administrators to build custom record tabs, dashboards, reports, and embedded applications using custom forms or iframe-compatible tools. Build Custom Experiences with Shape Custom UI Every organization works a little differently. Some rely on internal tools, others use third-party platforms, and many have workflows that don’t fit neatly into a […]
Enabling the Custom Workflow Tab In this guide, we’ll explain what Shape Software CRM custom fields are and discuss how they can be used. Adding a custom field to your Shape Software CRM enables you to assign extra data to a record. In turn, this helps you gain specific information or features that may not […]
Learn how to create, manage, and organize Custom Fields in Shape Software. Build custom record tabs, capture unique business data, and use Custom Fields in reports, list pages, imports, APIs, and more. Custom Tab & Custom Fields Every Shape system comes preconfigured with hundreds of built-in fields designed around industry best practices. In most cases, […]
Learn how to use Shape’s CMS Design Studio to create emails, landing pages, social media graphics, print materials, videos, and other branded marketing assets from a single design platform. CMS Design Studio The CMS Design Studio is Shape’s all-in-one content creation platform for designing and publishing marketing assets across multiple channels. Think of the Design […]
What are Editable Documents in Shape? Editable documents are a way to send semi-templated letters and documents that you are able to edit within the workflow on-the-fly before sending to customers. The templates created here will auto-populate in the contacts workflow and users will be able to add and edit the template similar to using […]
Your Company settings page is where you can adjust your company contact information, company logo, add a footer for your customer facing POS Portal, and much more! Go to Settings>Company Settings Start by navigating to “Settings” in the top gradient bar. Next click the dropdown labeled “Account Management” to find the “Company Settings” settings page. […]
Setting the Required Fields to Create a Record Required fields are the fields your user is required to have filled out in a record in order to save the contact to your system. These field requirements can be edited within the Shape Software at any point in time and if any of the required fields […]
What are Event Types in Shape? Event Types in Shape are used to categorize your calendar events and are usually centered around concerted efforts to achieve common business goals. Manage your event types that will apply to your system as a whole and will allow you to categorize events and filter your calendar. Configuring your […]
Configuring Notification Templates in Shape Notification Templates are the popups that come up on your screen when you’re logged into the system and receive a notification. These notifications can be for calendar event reminders, missed calls, voicemail messages, new leads, new record assignments, QuickFire connect, etc. You can manage these notification templates by going to […]
How does Shape Manage Multiple Departments? Because not all departments have the same daily activities, we give you the control to change the workflow tabs that you want your departments to see for a more customized experience. An example of this would be your sales department vs your HR department views. Note: Note: Shape is […]
Why are Statuses so Important? Statuses are an integral part of Shape as they drive automation processes. Statuses are also a way to track your records and move them through your pipeline. Knowing these elements is central to cohesion amongst your staff. How to Use and Manage Custom Statuses 1. Go to Settings > Manage […]
Utilizing Process Checklists in Shape Create and manage checklist items for your users to follow internally. This process checklist appears in the left hand sidebar of the record details page for your users to stay on track. This tool is a wonderful way to keep track of a process or processes in progress as well […]
What are Company Resource Documents? Company documents are templated documents that you’re able to send to your records via the “Flyers” tab. Upload your files that you need to send over and over again to records like posters, flyers, & content. Also, use the mapping functionality for .pdf or MS Word Documents to customize the […]
Configuring your Dashboard Control what you track on your system dashboard. You can use the Dashboard Settings page to dictate what you track in the pre-made graphs that appear when you first log into Shape Software. Go to Settings>Dashboard Settings First navigate to “Settings” in the top navigation bar. Then click the “Custom Configuration” dropdown […]
User Guidelines in Shape Software Manage guidelines helps counsel users through their processes to ensure that they are following proper procedures and protocol. Write out guidelines to help with user training and compliance. Don’t see this in your workflow? Go to the “Manage Departments” settings page and enable it into the workflows of the departments […]
Billing & Transactions Features Billing and Transactions settings in Shape allows you to manage usage credits, payment methods and gather invoices! Usage credits and your communications package balance can be used for activating and using several features in Shape such as purchasing phone numbers, sending SMS or MMS messages, and activating and using call monitoring. […]
Manage Your Holidays In Shape Holidays can be set up in the system along with triggers to send out communication information to your clients. We have the typical holidays already set up for you, but sometimes other holidays are observed that aren’t already in the system and you may want to add them. This done […]
Enhance your sales team’s effectiveness with visually appealing, customized marketing templates seamlessly integrated into your Shape instance. To get started with the Content Management System (CMS), reach out to your Account Manager or email us at help@setshape.com. Using Pre-Built Design Templates in Shape’s CMS Platform Shape’s CMS platform provides a wide range of pre-built design […]
What are Automated Actions (Triggers)? Triggers are a way to automate aspects of your system from productivity tools within your CRM (note popups, calendar popups, record conversions, etc) to communication tools such as an email or text message being sent to your customers. Note: Note: For communications that require follow up over longer periods, as […]
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