Pin and Unpin a Note - iPad

Pin and Unpin a Note - iPad




To pin a note to the top of the client's record. Choose the note you want to pin. Tap the ellipsis on the top right and choose Add to Pinned from the menu. Notice that it has a star icon. You'll now see a copy of the note at the top in a new section of the client's notes, called pinned. The note is also still in its original position in the notes list. To Unpin a note, select it, the tap the ellipsis, choose remove from pinned in the menu. This will remove the note from the pinned section and the note will remain in the original section with the star icon removed.

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