Pinning Records in Your Log

When multiple records are created within a single log, it can be helpful to keep certain ones visible for quick access and tracking.

Pinning a record moves it to the top of your log list, making it easy to monitor its progress as updates occur.

How to Pin a Record

1. From your Log List, locate the record you want to pin.

2. Click the action button on the right-hand side of the record.

3. Select Pin Record - it will move to the top of your list for easy reference.

How to Unpin a Record

1. Once the record has been closed, use the same action button to unpin it.

2. When the log is archived, pinned records are automatically removed from your list.

Watch List in Your Dashboard

Pinned records also appear in your personalized Watch List within the Dashboard, allowing you to view the status of all tracked records in one place.