When you have a large number of notes or interactions (such as meetings, phone calls, fact entries, and issue entries) with a client, it can sometimes become difficult to quickly locate a particular entry. But, you can now conveniently pin notes and other interactions within a matter for quick access.
The pinned entry is automatically added to the Pinned Notes panel, enabling you to locate it swiftly whenever needed.
Easy Steps to Pin a Note or Interaction within a Matter
Open
Mattersfrom the left-side menu.Select the desired matter to view its details.
In the
Activity section,hover overthe entry you want to pin. Lawcus displays a set of icons next to the entry.
Click on the
Pin Note icon. Lawcus will add the pinned icon to the entry and include it in thePinned Notespanel for easy access.
View Pinned Notes
To view all the pinned entries, navigate to the Pinned Notes panel.
Click on the View Conversation button to view it in the Activity Panel.
Alternatively, if you prefer a more detailed view, click on the Show more link to open the entry in a convenient pop-up window.
Unpin an Entry
If you wish to unpin an entry, you have two options. You can either click on the Unpin Note icon in the Interactions panel,
Or, click on the X symbol next to the entry within the Pinned Notes panel.
Please note that when you pin an item, it will be visible to your entire team as a pinned item, ensuring seamless collaboration and easy access to important information.