This feature allows you to easily access frequently used records, ensuring quick and easy retrieval when needed. By utilising the pinning feature, you can customise your experience and ensure that the most relevant records are always at your fingertips.
Navigate to Recent Records
On the left-hand side of the interface, locate the section displaying recently visited records.
Review the list of recent records and identify those that are particularly important or frequently accessed.
For a chosen record, click on the pin icon
and the pinned record will be moved above the dotted line for easy visibility.
You can repeat the pinning process for multiple records.
This ensures that your most relevant records are readily accessible.