pin notes Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Fri, 13 Oct 2023 11:12:54 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico pin notes Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Pin notes implementation in Pipeline https://www.insuredmine.com/knowledge-base/pin-notes-implementation-in-pipeline/ Fri, 28 Apr 2023 18:59:29 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=19643 You can pin & unpin the notes in a deal card. If you edit and update the existing notes, that will get reflected while the notes get pinned.  To view the enhancement: Navigate to Pipelines Click on a Deal Cards Click to the Notes section Click to add Notes Type the note and mention Agents/ […]

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You can pin & unpin the notes in a deal card. If you edit and update the existing notes, that will get reflected while the notes get pinned. 

To view the enhancement:

  • Navigate to Pipelines

  • Click on a Deal Cards

  • Click to the Notes section

  • Click to add Notes

  • Type the note and mention Agents/ Policy/Contacts or Account.

  • Once the notes are added click on Save

  • Navigate back to the Notes section

  • Click on the Pin icon

  • The notes will be pinned on the top.

  • If there are multiple notes that are pinned, they will appear in different colors.

  • You can click on the 3 dots, to either minimize/maximize or unpin the notes from the top.

  • Once unpinned you can pin it again from the Notes section by clicking on the Pin action.

  • In case any edits are made in the Pin section, it will get updated in the pinned section.
  • If you delete the note it will get deleted from the pinned note section as well.

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