Un Pinning a Pinned Notes for Inactive Users
complete
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Eric Reisdorfer
First off I love the pinned note feature. But I see one small problem. Example: Customer Card is an Employee. I pin a note saying "Hey they work for us". Currently I am the only one that can unpin that note. So if that person no longer works for the company AND I don't either, there is no option I can see that allows that note to be unpinned by say a manager. Thanks for looking into this!
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Emily Knope
Give the sales managers abilities to unpin notes(no matter who left it)!!
Drew Adler
complete
This has been released!
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Chelsie Cowart
Drew Adler: So I got the email that says this is complete for unpinning inactive user pins. Where is that permission listed? Also, can you only unpin an inactive user pin or anyone's pin if you have the permission?
Drew Adler
Chelsie Cowart: Hey Chelsie! Inactivating a User is completed within User Management under that User's profile. When a user in Inactivated, their Pins will automatically be Unpinned. There is no specific permission and only a User can Unpin their notes. Let us know if there are any additional questions!
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Jacob Lovetinsky
I was about to leave a similar request. I think it'd be nice that if I'm the sales person attached to the lead I be able to make changes to any pins on that lead. Life if another sales guy leaves a pin I can edit it. I also think managers should be able to go in and edit a pin incase a customer calls in and they get the call. So maybe make it so Pinned messages can be updated by the salesman attached to the lead and all managers?
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Ryan Esler
We absolutely agree and must have this functionality updated as quickly as possible, Jonathan. Thanks, Eric.
Jonathan Schultz
planned
We are planning on making this update to Pinned Notes!
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Chelsie Cowart
Jonathan Schultz: So I got the email that says this is complete for unpinning inactive user pins. Where is that permission listed? Also, can you only unpin an inactive user pin or anyone's pin if you have the permission?
Jonathan Schultz
Chelsie Cowart: “Expert Users” can now Unpin Notes of others users at any time. We also made an update that if you mark a user Inactive their Pinned Notes automatically become Unpinned.
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Chelsie Cowart
Jonathan Schultz: Thank you for the clarification. Automatically coming unpinned maybe not so great though.