Pin a Note

Pin important notes at the top of your case tabs. 

• Navigate to the Notes Tab of a case.  

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

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

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