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.
Managing Note Types
Every Shape Software system comes with general default note categories that can be edited in the “Settings” pages.
Note Type Functionality
Filter note types within record details pages by clicking the filter icon. Here, you can filter by note type and timeframe.
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.