Feature

Pin notes to the top of a contact

What’s New

You can now pin a note so it stays at the top of the notes list, regardless of when it was written.

Web & Mobile

  • A pin/unpin control is available on each note in the Notes tab of a contact, company, or contract record.
  • Pinned notes always render above unpinned notes; within each group, the existing newest-first order is preserved.
  • Pinned notes are visually distinguished, and the pin control is available to the note’s author (matching the existing edit/delete affordance).

Partner API

The note resource now exposes a writable isPinned attribute:

  • GET /api/partner/notes and GET /api/partner/notes/:id include isPinned on every note, and list responses return pinned notes first.
  • POST /api/partner/notes accepts isPinned to create a note already pinned.
  • PUT /api/partner/notes/:id accepts isPinned to pin or unpin an existing note.

Pinned state is shared across all surfaces — pin from the API and it shows up pinned on web and mobile, and vice versa.