Pin something to the top of the timeline

Some things on a record matter more than the rest: "always call before visiting", the email where the price was agreed, the ticket that is still causing trouble. Pin them and they stay at the top of the record's timeline instead of scrolling away as new activity arrives.

1. 1Open the record: a customer, contact, opportunity, lead, activity or subscription.
2. 2On the timeline, hover over the entry you want to keep in view. Anything can be pinned: notes, emails, calls, tickets, deals, changes.
3. 3Click Fastgør øverst.

The entry appears straight away under Fastgjort, above the dates, looking exactly as it does in the timeline. It is labelled with who pinned it, and hovering the label shows when. It also keeps that label in its normal place, so the history still reads in order.

Everyone in your workspace sees the pin. It is a note to the team about this record, not a personal bookmark.

A pin belongs to the record you pinned it on. Something pinned on a contact's timeline is not pinned on their company's timeline.

Pinned notes stay current. Edit a pinned note and the pinned copy shows the new text; delete it and the pin goes too. Emails, tickets and other entries show as they looked when they were pinned, so open them for the latest.

Unpin with Frigør, either at the top or on the entry in the timeline. If your role is not allowed to change the record, you cannot pin or unpin on its timeline either.