A call note can be pinned to the top of the call notes list.
Select the Yellow Pin to pin the note to the top of the list
Select the Green Pin to un-pin the note. It is inserted back down in the normal call note list
Pinned call notes are synchronised off-line no matter how old they are and will continue to show at the top of the list with new calling cards appearing underneath.
Key points on pinning notes:
Multiple call notes can be pinned
Multiple pinned notes are sorted by most recent date
Pinned notes are shared (for example if two team members visit a store they both see the same pins)
Good uses for pinned calling cards
To set a permanent note about a store (e.g. Preferred delivery times or other vital information)
To act as a reminder of a task to complete - don't forget to un-pin the note when you have completed the task
To share a note between to other team members who visit the same store