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Pin a Note
Updated over a week ago

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

  • Navigate to the Notes Tab of a case.

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  • Click the dropdown arrow in line with the note you'd like to pin.

  • Select Pin.

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  • If a note is already pinned, a pop-up window will appear with a preview of the note.

  • Select Yes.

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  • The Pinned Note will appear at the top of the Note and Home Tab.

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