What Are Note Categories?
Categories help your team group notes by purpose - for example, internal coordination, family communication, or operational details.
Categories are optional, fully customizable, and shared across all cases.
Default Setup
No categories are created automatically.
All existing notes appear under All Notes.
Note: Dropshipping customers will see a Dropshipping category created automatically.
Managing Categories
You can manage categories from Settings → Notes Categories.
Here, you'll:
Add new categories + assign colors (optional)
Reorder categories using drag-and-drop
Edit or delete categories
What Happens When a Category Is Deleted?
Notes are not deleted
Notes simply return to All Notes
The category label is removed
This makes it safe to adjust categories over time as workflows evolve.
Where Categories Appear
Categories are reflected consistently across:
The Notes tab
Case Details views
Notes previews from the Cases table
Once updated, changes apply immediately for all users.