The Manage Notes dialog has a tab for each of the four note types – Text, Weblink, Document, and JSON – used to customize how that type's notes are marked on the layout, and, for JSON Notes, to register meaningful ROOT-level field names.
Each tab has a Color picker and a Shape dropdown (one of Square, Circle, Diamond, Triangle, Pentagon, Hexagon, Octagon, Star, Cross, or X). These control the small marker drawn on the canvas for every note of that type (JSON Note and the other note commands), at any zoom level. The default is a gold Square for Text notes, blue for Weblink, dark green for Document, and aqua for JSON – all Square – matching the marker's original appearance, so an unconfigured install looks unchanged. Changes take effect immediately on Done and are remembered between sessions.
A JSON Note (JSON Note) stores a set of Name:Value pairs at its top ("ROOT") level – for example a note might have a ROOT-level spots field, another might have meta. In addition to its Color and Shape, the JSON tab lets you register which of these ROOT-level names are meaningful to you, so the Notes Report (Notes Report) can group and filter JSON Notes by them under its ROOT Names dropdown.
This part of the JSON tab shows the list of names you've registered so far. The Add... button registers a new name after asking you to type it. The Delete button removes the selected name from the registry – this only affects grouping/filtering in the Notes Report; it does not change any note's own JSON content. The Search for Names button scans every JSON Note already in the layout for ROOT-level field names not yet registered and adds them automatically, reporting how many new names it found – a convenient starting point if you already have JSON Notes using names you haven't registered yet.
Until at least one name is registered, the Notes Report's ROOT Names dropdown only offers All ROOT Names, and every JSON Note is grouped under ROOT – this is the expected state for a layout with nothing registered yet, not an error.
