Pinning important notes

Use this feature to keep most important notes visible on the contact record.

Go to the Contact Record and make your note.

Click the thumbtack icon next to the note.

This icon will only be next to notes you add, not the system generated notes.

Your important note will now be in the Pinned note section and will be very easy to see every time you access the contact.

Your important note will now be in the Pinned note section and will be very easy to see every time you access the contact.

To unpin a note, click the orange thumbtack icon and the pinned note will no longer be pinned.