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85Hello all,
Our users would like to be able to pin a note to the Timeline functionality for a client so that the note always appears at the top of the list whenever Timeline is accessed for the client in question.
For example, the pinned note could say something like:
- When contacting business owner, please make sure to also contact co-owner\business partner as well
- When organising an appointment with client, please also call another party to invite him\her to the appointment as well
- Etc
That way, it is readily visible as the very first thing users see when accessing a client's Timeline activities irrespective of the chronology of activities.
In addition to being the very first thing that appears when accessing a client's Timeline activities, our users would like to be able to change the originally-pinned note to another (eg, if the client's circumstances change, etc) and\or delete it (eg, if there is no need for a note to be visible immediately when the client's Timeline is accessed).
Accordingly, has anyone ever used Timeline to implement something similar using a note activity or another activity altogether (eg, Post, etc)? Also, are there other means to implement this request if Timeline cannot accommodate this request?
Cheers,
Michael
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