Pinning Transactions

Modified on Mon, 20 Nov 2023 at 01:45 PM

NOTE:  This article applies to Connected 11.0 or earlier versions.  

The “Pin” feature is designed to help remember important transactions or just to keep your place as you leave for the day or embark on another task within the system.  For example, you can pin multiple customers, general ledger accounts, purchase orders, or sales quotes.   Any item that is pinned can easily be recalled later that session or whenever it is needed, until it is unpinned.

Here is how the Pin feature works:

While working within Connected, click the “Pin” icon on the transaction or record to be remembered, like the customer invoice shown in the following screen.

Once selected, the "Pin" icon will then turn yellow indicating that the specific record has been pinned.  The record will remain pinned throughout the current session and even when the program is closed.   The pinned record will always be available under the Recent Places Sidebar until it is unpinned.

To view all pinned records or to retrieve a specific pinned record, click the "My Places" menu and select the “Show Recent Places Sidebar” option, as shown in the following screen.

The Recent Places sidebar will appear on the left of the current window and show all pinned records at the top of the Recent Places list.

To retrieve the pinned item, click on it in the Recent Places list. 

To unpin an item, click on the yellow "Pin" icon and the color will change from yellow to gray while removing it from the Recent Places sidebar.

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