Is it possible to get pinned Notes to show up in the Preview sidebar?
Hello @mrprice,
It is possible currently to Pin a note in contact, company, deal, or ticket records.
When you mention the Preview (right) Sidebar, could you please send us a screenshot of where you would like the notes to show?
The more information, screenshots, and details you can provide, the better I can advise on the next steps.
Thank you,
Pam
Hello @mrprice,
Thank you for the extra information, at the moment notes can only be pinned to the top of a record. Pinned notes will not roll over and appear pinned on associated records.
I would highly recommend you to please post this idea at our ideas forum (here).
Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.
Kindly,
Pam
Thank you for updating us here, I just upvoted to your idea also.
Kindly,
Pam