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Categories CRM App
Created by Guest
Created on Apr 14, 2021

Pin documents within Activity

A customer would find it useful to be able to pin documents within the activity session like you can do with notes added.

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  • Guest
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    Oct 2, 2023

    I would add or clarify to this idea that the the function be to be able to PIN documents within the documents tab so our important documents are pinned a the top of the first page of documents.

  • +5