Pin a Contact or Client to the Pinbar
Have a contact or client that you need to reference often? Pinning them to the Pinbar means that they're just a click away!
1. Go to Contacts
Click on "Contacts" in the left menu.
2. Select the Contact or Client
Click on the contact or client to view their page.
3. Click on the thumbtack icon.
Hovering over this icon will read either "Pin Contact" or "Pin Client". Click on this to add them to the pinbar.
This contact can now be found pinned to the pinbar at the bottom of the screen.
4. Click on the Pin to return.
Clicking on the Pin in the Pinbar at the bottom of the screen will automatically take you back to this client.
5. To Remove, click the thumbtack again.
Hovering over it will display "Unpin Client" or "Unpin Contact".
You will be prompted to "Confirm" or "Cancel" the unpinning.
Article ID: 39, Created: February 14, 2024 at 9:26 PM, Modified: March 4, 2024 at 3:13 AM