---
title: "Manage Loads: Notes & History"
description: The Manage Loads feature allows users to access comprehensive details about any existing Load. This includes Notes & History.
---

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1. [G2Mint User Guide](https://help.g2mint.com/en/g2mint-user-guide?hsLang=en)
2. [Manage Loads](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en)
3. [Manage Loads: Notes & History](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-notes-history)

May 21, 2025

# Manage Loads: Notes & History

## The "Load" feature allows you to build a consolidated load with multiple shipments for transporting goods.

### **Last Updated: May 13, 2025**

### **Applies to:**

*Shippers, Brokers, Carriers*

### **Solution Overview:**

The Manage Loads feature allows users to access comprehensive details about any existing Load. This includes tracking statuses, related documents, individual orders, financial information, and more. Additionally, users have the ability to consolidate, re-rate, or edit a Load as needed.

### **Notes & History:**

A collection of Notes and historical data associated to the Load.  

**+ Create New:** Utilize the + Create New button to add a new note associated to the Load, assign whether the Note is Internal or External, and who/what it is assigned to by selecting the Tag.

**Search:** Enter a key word or number to locate a Note.

**Group By:** Select a Tag to group the Notes by.

- [Getting started](https://help.g2mint.com/en/g2mint-user-guide/getting-started?hsLang=en#main-content)

    - [Shipper client Account](https://help.g2mint.com/en/g2mint-user-guide/getting-started?hsLang=en#shipper-client-account)
- [My Account](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#main-content)

    - [My Account Contacts](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#my-account-contacts)
    - [My Account Services & Capabilities](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#my-account-services-capabilities)
    - [My Account Admin](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#my-account-admin)
    - [My Account Locations](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#my-account-locations)
- [User Management](https://help.g2mint.com/en/g2mint-user-guide/user-management?hsLang=en#main-content)

    - [User Management Groups](https://help.g2mint.com/en/g2mint-user-guide/user-management?hsLang=en#user-management-groups)
    - [User Management Roles](https://help.g2mint.com/en/g2mint-user-guide/user-management?hsLang=en#user-management-roles)
    - [User Management Users](https://help.g2mint.com/en/g2mint-user-guide/user-management?hsLang=en#user-management-users)
- [Default Settings](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#main-content)

    - [Default Settings Accessorial](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-accessorial)
    - [Default Settings App Customization](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-app-customization)
    - [Default Settings Rate Expiration](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-rate-expiration)
    - [Default Settings Margin Thresholds](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-margin-thresholds)
    - [Default Settings Finance/ Invoicing](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-finance-invoicing)
    - [Default Settings Finance/ Billing](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-finance-billing)
    - [Default Settings Documents](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-documents)
- [Integrations](https://help.g2mint.com/en/g2mint-user-guide/integrations?hsLang=en#main-content)

    - [Falvey Insurance](https://help.g2mint.com/en/g2mint-user-guide/integrations?hsLang=en#falvey-insurance)
    - [QuickBooks](https://help.g2mint.com/en/g2mint-user-guide/integrations?hsLang=en#quickbooks)
- [Engage Account](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#main-content)

    - [Engage Locations](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-locations)
    - [Engage General](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-general)
    - [Engage Contacts](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-contacts)
    - [Engage Agreements](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-agreements)
    - [Engage Admin](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-admin)
    - [Engage Settings](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-settings)
    - [Engage Services and Capabilities](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-services-and-capabilities)
- [Configurations](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#main-content)

    - [Address Book](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#address-book)
    - [Fuel Index Table](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#fuel-index-table)
    - [Areas](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#areas)
    - [Equipment](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#equipment)
    - [Schedules](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#schedules)
    - [Commodities](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#commodities)
    - [Handling Units](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#handling-units)
- [Build](https://help.g2mint.com/en/g2mint-user-guide/build?hsLang=en#main-content)

    - [Shipments](https://help.g2mint.com/en/g2mint-user-guide/build?hsLang=en#shipments)
    - [Loads](https://help.g2mint.com/en/g2mint-user-guide/build?hsLang=en#loads)
    - [Quotes](https://help.g2mint.com/en/g2mint-user-guide/build?hsLang=en#quotes)
- [Manage Shipments](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#main-content)

    - [Manage Shipments: Overview](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-overview)
    - [Manage Shipments: Rate Quotes](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-rate-quotes)
    - [Manage Shipments: Associated BOL](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-associated-bol)
    - [Manage Shipments: Orders](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-orders)
    - [Manage Shipments: Notes & History](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-notes-history)
    - [Manage Shipments: Documents](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-documents)
    - [Manage Shipments: Financials](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-financials)
    - [Manage Shipments: Tracking Events](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-tracking-events)
    - [FAQ](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#faq)
    - [Waterfall Tendering](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#waterfall-tendering)
- [Agreements- Freight](https://help.g2mint.com/en/g2mint-user-guide/agreements-freight?hsLang=en#main-content)

    - [Agreements- Freight: Locations](https://help.g2mint.com/en/g2mint-user-guide/agreements-freight?hsLang=en#agreements-freight-locations)
    - [Agreements- Freight: Rate Plans](https://help.g2mint.com/en/g2mint-user-guide/agreements-freight?hsLang=en#agreements-freight-rate-plans)
    - [Agreements- Freight: Validation](https://help.g2mint.com/en/g2mint-user-guide/agreements-freight?hsLang=en#agreements-freight-validation)
    - [Agreements- Freight: Header Information](https://help.g2mint.com/en/g2mint-user-guide/agreements-freight?hsLang=en#agreements-freight-header-information)
    - [Carrier Webservice Instructions](https://help.g2mint.com/en/g2mint-user-guide/agreements-freight?hsLang=en#carrier-webservice-instructions)
- [Carrier Bill Management](https://help.g2mint.com/en/g2mint-user-guide/carrier-bill-management?hsLang=en#main-content)

    - [Statuses](https://help.g2mint.com/en/g2mint-user-guide/carrier-bill-management?hsLang=en#statuses)
- [Managing Client Invoices](https://help.g2mint.com/en/g2mint-user-guide/managing-client-invoices?hsLang=en#main-content)

    - [Approve Client Invoices](https://help.g2mint.com/en/g2mint-user-guide/managing-client-invoices?hsLang=en#approve-client-invoices)
- [FAQs](https://help.g2mint.com/en/g2mint-user-guide/faqs?hsLang=en#main-content)

    - [Manage Shipments](https://help.g2mint.com/en/g2mint-user-guide/faqs?hsLang=en#manage-shipments)
    - [User Management](https://help.g2mint.com/en/g2mint-user-guide/faqs?hsLang=en#user-management)
    - [Documents](https://help.g2mint.com/en/g2mint-user-guide/faqs?hsLang=en#documents)
    - [Engage-Accounts](https://help.g2mint.com/en/g2mint-user-guide/faqs?hsLang=en#engage-accounts)
- [G2Mint Support](https://help.g2mint.com/en/g2mint-user-guide/g2mint-support?hsLang=en)
- [Release Notes](https://help.g2mint.com/en/g2mint-user-guide/release-notes?hsLang=en)
- [Engage Locations](https://help.g2mint.com/en/g2mint-user-guide/engage-locations?hsLang=en)
- [Engage Contacts](https://help.g2mint.com/en/g2mint-user-guide/engage-contacts?hsLang=en)
- [General](https://help.g2mint.com/en/g2mint-user-guide/general?hsLang=en)
- [Reports](https://help.g2mint.com/en/g2mint-user-guide/reports?hsLang=en)
- [Engage](https://help.g2mint.com/en/g2mint-user-guide/engage?hsLang=en#main-content)

    - [Accounts](https://help.g2mint.com/en/g2mint-user-guide/engage?hsLang=en#accounts)
- [Agreements](https://help.g2mint.com/en/g2mint-user-guide/agreements?hsLang=en#main-content)

    - [Custom Freight Agreements](https://help.g2mint.com/en/g2mint-user-guide/agreements?hsLang=en#custom-freight-agreements)
    - [FAK Table](https://help.g2mint.com/en/g2mint-user-guide/agreements?hsLang=en#fak-table)
    - [Billing Agreements](https://help.g2mint.com/en/g2mint-user-guide/agreements?hsLang=en#billing-agreements)
- [Manage](https://help.g2mint.com/en/g2mint-user-guide/manage?hsLang=en#main-content)

    - [Shipments](https://help.g2mint.com/en/g2mint-user-guide/manage?hsLang=en#shipments)
- [Dispatch](https://help.g2mint.com/en/g2mint-user-guide/dispatch?hsLang=en)
- [API Management](https://help.g2mint.com/en/g2mint-user-guide/api-management?hsLang=en)
- [Workflow](https://help.g2mint.com/en/g2mint-user-guide/workflow?hsLang=en)
- [The Grid View](https://help.g2mint.com/en/g2mint-user-guide/the-grid-view?hsLang=en)
- [Manage Quotes](https://help.g2mint.com/en/g2mint-user-guide/manage-quotes?hsLang=en#main-content)

    - [Manage Quotes: Notes & History](https://help.g2mint.com/en/g2mint-user-guide/manage-quotes?hsLang=en#manage-quotes-notes-history)
    - [Manage Quotes: Overview](https://help.g2mint.com/en/g2mint-user-guide/manage-quotes?hsLang=en#manage-quotes-overview)
    - [Manage Quotes: Rate Quotes](https://help.g2mint.com/en/g2mint-user-guide/manage-quotes?hsLang=en#manage-quotes-rate-quotes)
- [Manage Orders](https://help.g2mint.com/en/g2mint-user-guide/manage-orders?hsLang=en)
- [Manage Loads](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#main-content)

    - [Manage Loads: Orders](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-orders)
    - [Manage Loads: Overview](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-overview)
    - [Manage Loads: Financial](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-financial)
    - [Manage Loads: Rate Quotes](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-rate-quotes)
    - [Manage Loads: Notes & History](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-notes-history)
    - [Manage Loads: Tracking Events](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-tracking-events)
    - [Manage Loads: Associated BOL](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-associated-bol)
    - [Manage Loads: Documents](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-documents)
- [Manage Exceptions](https://help.g2mint.com/en/g2mint-user-guide/manage-exceptions?hsLang=en)
- [Agreements- Fuel](https://help.g2mint.com/en/g2mint-user-guide/agreements-fuel?hsLang=en)
- [Agreements- Accessorial](https://help.g2mint.com/en/g2mint-user-guide/agreements-accessorial?hsLang=en)
- [Agreements- 3PL Services](https://help.g2mint.com/en/g2mint-user-guide/agreements-3pl-services?hsLang=en#main-content)

    - [Retainer](https://help.g2mint.com/en/g2mint-user-guide/agreements-3pl-services?hsLang=en#retainer)
- [Agreements- Compliance](https://help.g2mint.com/en/g2mint-user-guide/agreements-compliance?hsLang=en#main-content)

    - [Agreements- Compliance Header](https://help.g2mint.com/en/g2mint-user-guide/agreements-compliance?hsLang=en#agreements-compliance-header)
    - [Agreements- Compliance Plan](https://help.g2mint.com/en/g2mint-user-guide/agreements-compliance?hsLang=en#agreements-compliance-plan)
- [Agreements- Markup](https://help.g2mint.com/en/g2mint-user-guide/agreements-markup?hsLang=en#main-content)

    - [Agreements- Cost+](https://help.g2mint.com/en/g2mint-user-guide/agreements-markup?hsLang=en#agreements-cost)
- [Spot & Tender](https://help.g2mint.com/en/g2mint-user-guide/spot-tender?hsLang=en)
- [Track](https://help.g2mint.com/en/g2mint-user-guide/track?hsLang=en)

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