Create and share notes
Use the integrated Notes features to help streamline communications with your contacts. Enter notes for your own reference or share notes with other CataList users.
Watch a video about this topic (5 min)
Add a note
We've made notes easy to add in CataList. The notes box allows you to scroll around the page, access content tabs, copy and paste text from page content, and set a left or right pinned position for the open box.
Add a new note
Click Add Note.
Type in or copy and paste your text. You can mark note text in bold or italics using the following markdown:
To mark text as bold, enclose the text between two asterisks (for example,
*This text will be bold*)To mark text as italic, enclose the text between two underscores (for example,
_This text will be italic_)
To add a link, paste the URL into your note text and the link will automatically be actively linked when the note is in view mode.
Click Save. The note is saved for your own reference only.
Click on a note to view or edit it. You can enter multiple private or shared notes, edit notes or change the share status on a note at any time.
If you have your notes content in an Excel file, or can export them from another system to Excel - you can also upload a notes file into CataList. Uploaded notes can be kept private or can be shared.
Share a note
You can share your notes with your contacts who have CataList accounts.
Share a note with a Quick Share recipient
If you always share notes with the same person or the same group of people, you can use Quick Share to automatically share any note that you create with your chosen contacts.
Set up your Quick Share recipients.
Go to the Sharing Options tab in your Settings.
Add your Quick Share recipients by searching for and selecting your desired groups, contacts, and individiuals.
Save your changes.
When viewing a title, enter your note for it as outlined in the steps for adding a note, or click an existing note to open it.
Click Quick Share. The note is automatically shared with your Quick Share recipients.
You can change the Quick Share recipients so that the note recipients tied to the Quick Share button are updated for new notes. Notes that were previously created with the Quick Share button won’t be affected.
An example of using Quick Share
Let’s say that you typically create notes directly in CataList when you review catalogues with publisher teams, and your notes will be useful for everyone else in your company. You can save a step by using Quick Share to share the note automatically when you create it.
Choose the My Company group to be your Quick Share recipient so that every new note that you create using the Quick Share button will automatically be shared with everyone in your company.
Tip: If you’re reviewing titles in a catalogue, you can create notes even quicker in the Scrolling View, wghere you can choose to always display the Notes field. That way, the Add Notes button is always available.
Customize the note recipients
If you share notes with many different contacts and require more control over the recipients, you can customize the note recipients for each individual note.
When viewing a title, enter your note for it as outlined in the steps for adding a note, or click an existing private note to open it.
Once your content is entered or opened, click Share at the bottom of the note box. The sharing tool displays.
Add a contact to the note:
Choose a recent contact, or
Search for a group, your own contact lists, or individuals who have opted into the CataList directory.
Add as many recipients as you like to the note. Your selected contacts display in the contact box.
Click Share to share the note.
If the CataList account you’re looking for does not display in the directory, you can add the individual to a contact list using their email address. Learn how to create a contact list.
If you do not wish to share the note, click Back to return to the note entry screen where you can save the note as a private note or delete it.
If you've already saved or shared a note, don't worry! You can edit content, sharing details, or delete a note at any time.
Groups
Groups are pre-set contact lists that are automatically updated according to the account and user information stored in the system.
Every CataList account has access to choose the My Company group when sharing a note. This group includes everyone in your company who has a CataList account.
Additional groups are available for Publisher and Sales Agent accounts:
All Libraries – Includes all libraries that have opened a CataList account.
All Retailers – Includes all retailers that have opened a CataList account.
CIBA Members – Includes all members of the Canadian Independent Booksellers Association (CIBA) that have opened a CataList account.
Indigo Category Managers – Includes all authorized Indigo buyers who have a CataList account.
Once a note is shared with your desired group, everyone in that group will have access to that note when they view the title. Anyone who is added to the group in the future will have access to notes that were previously shared with the group.
Suggest notes recipients automatically in a custom catalogue
When you are working in custom catalogues and are sharing to specific recipients, you can choose to suggest recipients on new shared notes. By default this option is not selected – you'll need to select the Suggest recipients on new shared notes checkbox if you want your catalogue recipients to be filled in automatically when you share a note.
This setting is available in the following workflows:
Edit your custom catalogue and go to the Edit Recipients tab.
Step 3 of creating a custom catalogue from My Page.
Step 3 of creating a copy of a custom catalogue.
You can still view, add, and edit private notes while working in your custom catalogues, but if you choose to share a note, click the share button at the bottom of the note, and your catalogue recipients will automatically be populated into the recipients list for the note. You can remove one or more of the note recipients before sharing the note if needed on particular notes, but to continuing sharing to all catalogue recipients simply click share again.
If you add more recipients to the catalogue after adding shared notes, the new recipients are not added to existing notes but will be suggested on any future shared notes while working in that catalogue.
Similarly, removing recipients from a custom catalogue will not remove the recipients from existing shared notes, but the removed recipients will not be suggested as recipients on future shared notes.
Upload a notes file
Find notes shared with you
My Page
Notes will always be visible on the Title Detail page, but you can also find recent notes in the Alerts section of your My Page. There, you will see a simple count of any new notes. To see a full list of all notes and their details, click View History to go to your Notes History page.
Notes History
The Notes History page is a sortable table of notes that you've left for yourself, shared with others, or notes have been shared with you. From this table, you can click on the title ISBN to view more information and all notes for the title on the Title Detail page.