This topic contains the information on how to use the Individual pin and Group pins to pin the entities, views, and records to the Pin Board.
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To unpin items from the Pin Board click the 'x' button on the individual items present on the Pin Board. The support to unpin the items by clicking the Pin will be provided in future release. |
| Auitabs |
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| id | Pinboard |
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| title | Pin Board |
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| class | Pinboard123 |
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| direction | horizontal |
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| Auitabspage |
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| id | 123IP |
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| title | Individual Pin |
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| class | individualpin123 |
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| Follow these steps to use the Individual Pin: - To pin
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- 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.
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Please note that only the default dashboards can be pinned to the Pin Board.
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After you click the pin, observe that the dashboard is pinned to the Pin Board.
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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.
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- After you click the pin, observe that the Person service is pinned to the Pin Board.
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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.
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- After you click the pin, observe that the 'Persons in CA' view is pinned to the Pin Board.
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To pin 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.
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| Auitabspage |
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| id | GP123 |
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| title | Group Pin |
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| class | grouppin123 |
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| Follow these steps to use the Group Pin: To pin Multiple Records to the Pin Board: Open a Person record. - Open the sub-records from the primary person record.
Click the group pin beside the name of the primary record as shown in the below figure.
- After you click the group pin, observe that the primary record and the sub-records are pinned to the Pin Board.
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