Skip to main content
Pin a Note
Updated over 6 months ago

Pin important notes at the top of the Home or Notes Tab.

  • Navigate to the Notes Tab of a case.

Screen_Shot_2021-10-07_at_8.41.35_AM.png
  • Click the dropdown arrow in line with the note you'd like to pin.

  • Select Pin.

Screen_Shot_2021-10-07_at_8.43.42_AM.png
  • If a note is already pinned, a pop-up window will appear with a preview of the note.

  • Select Yes.

Screen_Shot_2021-10-07_at_8.47.40_AM.png
  • The Pinned Note will appear at the top of the Note and Home Tab.

Screen_Shot_2021-10-07_at_8.21.42_AM.png
Did this answer your question?