This topic contains the information on how to use the Individual pin to pin the entities, views, and records to the Pin Board.
Auihorizontalnav |
---|
Auihorizontalnavpage |
---|
id | IPPB |
---|
title | Individual Pin |
---|
class | Individualpin |
---|
| Follow these steps to use the Individual Pin: - To pin
|
|
...
...
- to the Pin Board:
- Navigate to the 'Customer Mangement' application.
- Click the 'Switch Dashboard' button to select the required dashboard.
Click the individual pin beside the Dashboard name as shown in the below figure.
|
|
...
Please note that only the default dashboards can be pinned to the Pin Board.
|
|
...
After you click the pin, observe that the dashboard is pinned to the Pin Board.
|
|
...
...
...
to the Pin Board: - Navigate to the 'Persons' service in the 'Customer Mangement' application.
Click the individual pin beside the name of the service as shown in the below figure.
|
|
...
- After you click the pin, observe that the Person service is pinned to the Pin Board.
|
|
...
...
...
to the Pin Board: - Navigate to the 'Persons' service in the 'Customer Mangement' application.
- Open an existing view.
- Click one of the individual pins of the view as shown in the below figure.
|
|
...
- After you click the pin, observe that the 'Persons in CA' view is pinned to the Pin Board.
|
|
...
...
a Record to the Pin Board: Open a Person or Company record. Click the individual pin on the right side of the toolbar as shown in the below figure.
|
|
...
After you click the pin, observe that the person record is pinned to the Pin Board.
|
|
...
Auihorizontalnavpage |
---|
id | GPPB |
---|
title | Group Pin |
---|
class | grouppin |
---|
| |
|