In the GUI it is possible to pin a note. In the API it is not possible to pin a note, nor is it possible to identify which note is the pinned note for this contact/deal/…
My client would like to pin a note with custom text data about a Ticket, so that info is available immediately when viewing a new Ticket. The Note allows rich text, which isn’t available via Properties, so the use case for pinned Notes is a high priority for us
+ From us! Super important for companies with our use case where an International HQ may pass on Leads automatically created into the subsidiary/franchisee’s org even if they were generated on an other web asset belonging to HQ.
End users need to very clearly see where the lead was created, all the key source info and treat it accordingly.
Was not it possible to add “pinned”: true in Post requests to the Engagement API some time ago?