How to Create a Sticky Note in History
Enable the Sticky Note
Open the Config
- Click Admin | Config - the Config window will open.
Enable the Permission
- Click the Claim Form tab the Claim Form tab will open.
- Click the History tab - the History tab will open.
- Tick the Enable Lock to Top checkbox.
- Click OK to save the change and close the window.
Use the Sticky Note
Open a Client
- Open a Client and click the History tab - the History tab will open.
Note the new button - Lock To Top
Note the new button (Copy)
- Click the History entry that is required to be locked.
- Click Lock to Top - The item will move to the top.
Unlock an entry
- The entry will now stay at the top until Unlock From Top is clicked.
Introduced in version 2016.2.1.2369
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