Notes Sidebar & Managing Note Types in Shape Software

Shape Software Notes

Although there are a few places to add notes in your Shape Software System depending on your template and tabs enabled, the primary area to add and view notes about a record in the system is on the left-hand productivity sidebar. Here, you can and, edit, and view record note history added by all users by note type and time.

Adding Notes:  To add a note in the record’s productivity sidebar, click on the “+” icon in the left hand sidebar.

Adding Notes: To add a note in the record’s productivity sidebar, click on the “+” icon in the left hand sidebar.

Adding Notes:  A notes pop-out will appear where you can add your notes and choose the note category.

Adding Notes: A notes pop-out will appear where you can add your notes and choose the note category.

Adding Notes:  There are default note categories in every software system that can be edited in the “Settings” pages.

Adding Notes: There are default note categories in every software system that can be edited in the “Settings” pages.

Viewing Notes:  Notes appear in the left hand sidebar with the note type as the tag, followed by the note and time and date stamped with the user’s name.

Viewing Notes: Notes appear in the left hand sidebar with the note type as the tag, followed by the note and time and date stamped with the user’s name.

Managing Notes:  Edit & delete notes by clicking on the veritical “…” icon.

Managing Notes: Edit & delete notes by clicking on the veritical “…” icon.


Managing Note Types

Every Shape Software system comes with general default note categories that can be edited in the “Settings” pages.

Managing Note Types:  To manage your note types, head to the “Settings” option in the gradient navigation bar and find “Edit Note Types” on the left hand sidebar.

Managing Note Types: To manage your note types, head to the “Settings” option in the gradient navigation bar and find “Edit Note Types” on the left hand sidebar.

Managing Note Types:  To re-organize your note types, use the left hand icon and click and drag the note types to reflect the order you would like the note types to be viewed.

Managing Note Types: To re-organize your note types, use the left hand icon and click and drag the note types to reflect the order you would like the note types to be viewed.

Managing Note Types:  To edit or delete existing note types, use the edit and delete icons on the right hand side.

Managing Note Types: To edit or delete existing note types, use the edit and delete icons on the right hand side.

Managing Note Types:  Clicking “Edit” will enable you to change the name of the note category as well as change the color.

Managing Note Types: Clicking “Edit” will enable you to change the name of the note category as well as change the color.

Managing Note Types:  To add more note types, use the “Add Note Type” button at the bottom of the list.

Managing Note Types: To add more note types, use the “Add Note Type” button at the bottom of the list.


Note Type Functionality

Filter note types within record details pages by clicking the filter icon. Here, you can filter by note type and timeframe.

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Note Reports

Find and filter all of your notes system-wide in your Notes Report by going to the reports dropdown in the gradient navigation bar and finding the “Notes” report.

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See the Video Tutorial


Need More Help? Contact us at support@setshape.com