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Report a bug →After installing the app, a "Smart Notes" block automatically appears on every order, customer, and product page in your Shopify admin. Click "+ Add note" to create your first note.
Go to the order page, click "Customize" in the top right, and make sure the Smart Notes block is enabled. If it still doesn't appear, try uninstalling and reinstalling the app, or contact us at info@untapped.nl.
Click "Search notes" in the Smart Notes navigation menu inside your Shopify admin. Type at least 2 characters to start searching across all note titles and content.
Open a note and click the "☑ Tasks" button in the toolbar. A checklist will appear in the editor. Type your task names and press Enter to add more. Click any checkbox to mark a task complete — the text will get a strikethrough so your team can see progress at a glance.
Yes — click "📋 Templates" in the toolbar and select "☑ Task List" to instantly insert a pre-built task list into your note.
Tags are freeform labels you can add to any note for flexible organization — for example #refund, #vip, or #follow-up. Click in the tags area below the note title, type a tag name, and press Enter or comma to add it. Tags are included in CSV and JSON exports.
Click the × button next to any tag to remove it. You can also press Backspace with an empty tag input to remove the last tag.
Open a note and click the 📌 Pin button in the header. Pinned notes always appear first in the block on the order, customer, or product page. Click again to unpin.
Yes — you can pin as many notes as you like. All pinned notes sort to the top of the list.
Go to Smart Notes → Settings and add your team members (name + email). Once added, you can type @ in any note editor to mention them. They'll receive an email notification and see an in-app banner next time they open Smart Notes.
Check that the email address in Settings is correct. Also check their spam folder. If the issue persists, contact us at info@untapped.nl.
When you have unread mentions, a blue banner appears at the top of the note editor. Click "Dismiss" to mark them as read.
Open a note, write the content you want to save as a template, then click the "📋 Templates ▾" dropdown in the toolbar and select "💾 Save current note as template". Give it a name and click Save.
Open the Templates dropdown and click the 🗑 trash icon next to the template you want to remove.
Click "Export" in the Smart Notes navigation menu. You can export all notes or filter by resource type and category before downloading as CSV, PDF, or JSON. Tags are included in exports.
Yes, at any time. Go to your Shopify admin → Settings → Billing → Apps, find Smart Notes, and cancel. Your notes will remain in read-only mode after cancellation.
If you reinstall within 48 hours, all your notes will still be there. After 48 hours, all data is permanently deleted in compliance with Shopify's data policies.
We love hearing from merchants. Email your ideas to info@untapped.nl — we read every message and many features have come directly from merchant feedback.