Pinning & Organizing Important Notes

Overview:
Highlight critical insights by pinning them to the top of the Notes list, and organize with tags or categories.

Steps:

1. In the Notes tab, hover over the note you want to pin.

2. Click the pin icon to keep it at the top.

3. To add a category or tag, click the Tag icon on the note and select or create a tag (e.g., “Urgent,” “Legal”).

4. Use the Filter dropdown to view only pinned or tagged notes.

Tips & Best Practices:

• Pin only the top 2–3 notes per customer to avoid clutter.

• Use consistent tag names (e.g., “Contract” not “Contracts”) for easy filtering.

• Unpin notes once their action items are complete.

Troubleshooting / FAQs:

• Cannot unpin a note: You must have “Edit Notes” permission; hover and click the pin icon again.

• Tags not saving: Check that the tag exists and that you have “Manage Tags” rights.