How to pin files to a contact

You can quickly find important documents and files you've uploaded to your CRM by pinning them to your contacts.

Once pinned, they will be prominently displayed above your contacts' Activity timeline.

You can also access all pinned files from contacts in the same organization under the Organization View.

Pin a file to a CRM contact

Go to the contact's activity timeline → hover over the file you want to pin → click on the pin icon.

OnePageCRM | Contact profile | Timeline | A note including a file

The pinned file will now be shown above the Activity timeline in the Organization view.

If you pin more than 3 files, click on Show all to view all pinned files.

OnePageCRM | Contact profile | Below the list of contacts a file is pinned.

Notes:

Go to the Activity timeline of the Organization → hover over the file you want to pin → click on the pin icon.

OnePageCRM | Organization View | Timeline | A note including a file

The pinned file will now be shown above the Activity timeline in the Organization view.

Any file pinned from the Activity timeline of an Organization will also be pinned to the contact the file is associated with.

OnePageCRM | Contact profile | Below the list of contacts a file is pinned.

Go to the Organization view or Contact view where the files are pinned above the Activity timeline → click on the pin icon.

OnePageCRM | Contact profile | Below the list of contacts a file is pinned.

Your file will be unpinned from the Contact and Organization view.

Files are not deleted when they're unpinned and can be found in the note/call/deals sections in the Activity timeline.