Tag: Phone Settings

Setting Up a Custom Portal URL

Can I Customize my Portal URL? Shape Portal allows you to get a unique subdomain to send clients to in order to complete the portal

Report Access Permissions Settings Page

Configuring User Permissions to your Reporting Pages Manage access to your system reporting pages and analytics through Report Access Permissions. Define what admins, directors, managers

Shape Software Dashboard Settings

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

Text Templates in Shape Software

Creating a SMS Template in Shape Create SMS templates for quick and efficient text message sending and automated campaigns. SMS templates are seen throughout the

Manage Statuses in Shape Software

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

didn't find what you are looking for?

search again

Get more done with Shape!

Consolidate all of your work into one place.

Get in Touch

Our team of experts are here to help! Call our sales line at (888) 762-7211

Follow Us