Carleen Rivers (Customer) asked a question.
How do I put a note at the top of the matter about the client
- David Morgan (LEAP)
Hi Carleen
From the Details & Correspondence screen of the matter, you can click the New Comment button to add a note about the client.
Once you've entered that and clicked Save & Close, hover over it in the correspondence list and you'll see the quick action to pin it so that it will stay at the top of the correspondence (you can also right click and choose 'Pin to Top').
Best Regards
David from LEAP
Expand Post - Nancy Thomason (Customer)
Hi Carleen
After you create the note, right click on it in the correspondence list and choose "pin to top". We use this feature all the time to keep the important stuff at the top
Hi Carleen
From the Details & Correspondence screen of the matter, you can click the New Comment button to add a note about the client.
Once you've entered that and clicked Save & Close, hover over it in the correspondence list and you'll see the quick action to pin it so that it will stay at the top of the correspondence (you can also right click and choose 'Pin to Top').
Best Regards
David from LEAP